Kestra Private Wealth Services, LLC Ishares Morningstar Value ETF Transaction History
Kestra Private Wealth Services, LLC
- $4.9 Billion
- Q2 2024
A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 8,352 shares of ILCV stock, worth $699,062. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,352
Previous 7,450
12.11%
Holding current value
$699,062
Previous $572,000
11.36%
% of portfolio
0.01%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding ILCV
# of Institutions
133Shares Held
8.18MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY971KShares$81.3 Million0.81% of portfolio
-
Bank Of America Corp Charlotte, NC879KShares$73.5 Million0.01% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA817KShares$68.4 Million3.48% of portfolio
-
Matrix Trust CO693KShares$58 Million10.65% of portfolio
-
Ubs Group Ag502KShares$42 Million0.01% of portfolio