Kestra Private Wealth Services, LLC Ishares Barclays 3 7 Yr Treas Transaction History
Kestra Private Wealth Services, LLC
- $4.9 Billion
- Q2 2024
A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 41,160 shares of IEI stock, worth $4.85 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
41,160
Previous 39,887
3.19%
Holding current value
$4.85 Million
Previous $4.62 Million
2.88%
% of portfolio
0.1%
Previous 0.11%
Shares
6 transactions
Others Institutions Holding IEI
# of Institutions
728Shares Held
85.7MCall Options Held
144KPut Options Held
1.79M-
Jpmorgan Chase & CO New York, NY9.4MShares$1.11 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC5.69MShares$671 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.25MShares$501 Million1.09% of portfolio
-
Envestnet Asset Management Inc3.83MShares$451 Million0.16% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA3.77MShares$445 Million0.08% of portfolio