Pfg Private Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Pfg Private Wealth Management, LLC
- $174 Million
- Q4 2024
A detailed history of Pfg Private Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Pfg Private Wealth Management, LLC holds 630,677 shares of IBDS stock, worth $15.1 Million. This represents 8.67% of its overall portfolio holdings.
Number of Shares
630,677
Previous 307,539
105.07%
Holding current value
$15.1 Million
Previous $7.49 Million
101.64%
% of portfolio
8.67%
Previous 4.36%
Shares
21 transactions
Others Institutions Holding IBDS
# of Institutions
359Shares Held
91.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.29MShares$175 Million0.01% of portfolio
-
Shufro Rose & CO LLC5.45MShares$131 Million10.47% of portfolio
-
Capital Advisors Inc3.72MShares$89.4 Million1.83% of portfolio
-
Morgan Stanley New York, NY3.29MShares$79 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC3.12MShares$75 Million1.21% of portfolio