Kestra Private Wealth Services, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Kestra Private Wealth Services, LLC
- $5.67 Billion
- Q4 2024
A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 41,021 shares of IBTG stock, worth $935,689. This represents 0.02% of its overall portfolio holdings.
Number of Shares
41,021
Previous 33,462
22.59%
Holding current value
$935,689
Previous $771,000
21.27%
% of portfolio
0.02%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding IBTG
# of Institutions
254Shares Held
54.7MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME4.01MShares$91.5 Million1.58% of portfolio
-
Morgan Stanley New York, NY3.6MShares$82 Million0.01% of portfolio
-
Essential Planning, Llc. Portsmouth, NH3.43MShares$78.1 Million0.52% of portfolio
-
Bank Of America Corp Charlotte, NC2.7MShares$61.7 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.33MShares$53.1 Million1.1% of portfolio