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 3,801 shares of SHV stock, worth $420,504. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,801
Previous 3,851
1.3%
Holding current value
$420,504
Previous $425,000
1.18%
% of portfolio
0.01%
Previous 0.01%
Shares
14 transactions
Others Institutions Holding SHV
# of Institutions
713Shares Held
114MCall Options Held
0Put Options Held
0-
Milliman Financial Risk Management LLC Chicago, IL18.2MShares$2.01 Billion31.24% of portfolio
-
Hansen & Associates Financial Group, Inc. Sacramento, CA11.8MShares$1.31 Billion41.0% of portfolio
-
Black Rock Inc. New York, NY7.58MShares$839 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY7.3MShares$808 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.21MShares$577 Million0.05% of portfolio