Kestra Private Wealth Services, LLC Ishares Tr Transaction History
Kestra Private Wealth Services, LLC
- $4.9 Billion
- Q2 2024
A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Tr stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 12,189 shares of IDV stock, worth $365,670. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,189
Previous 13,746
11.33%
Holding current value
$365,670
Previous $385,000
12.47%
% of portfolio
0.01%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding IDV
# of Institutions
463Shares Held
82.3MCall Options Held
24.7KPut Options Held
23.3K-
Bank Of America Corp Charlotte, NC10.8MShares$325 Million0.03% of portfolio
-
River & Mercantile LLC Waltham, MA7.33MShares$220 Million36.78% of portfolio
-
Morgan Stanley New York, NY6.62MShares$199 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.29MShares$159 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.64MShares$109 Million0.03% of portfolio