Kestra Private Wealth Services, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Kestra Private Wealth Services, LLC
- $5.3 Billion
- Q3 2024
A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 11,915 shares of IBTH stock, worth $263,678. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,915
Previous 10,719
11.16%
Holding current value
$263,678
Previous $236,000
13.98%
% of portfolio
0.01%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding IBTH
# of Institutions
199Shares Held
32.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.23MShares$71.5 Million0.01% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA3.05MShares$67.6 Million2.59% of portfolio
-
Bank Of America Corp Charlotte, NC1.6MShares$35.4 Million0.0% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.37MShares$30.2 Million0.21% of portfolio
-
Confluence Investment Management LLC1.36MShares$30 Million0.43% of portfolio