Pfg Private Wealth Management, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History
Pfg Private Wealth Management, LLC
- $172 Million
- Q3 2024
A detailed history of Pfg Private Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Pfg Private Wealth Management, LLC holds 8,317 shares of IBDW stock, worth $169,583. This represents 0.1% of its overall portfolio holdings.
Number of Shares
8,317
Previous 11,119
25.2%
Holding current value
$169,583
Previous $225,000
21.78%
% of portfolio
0.1%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding IBDW
# of Institutions
157Shares Held
41.6MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA3.63MShares$74 Million0.02% of portfolio
-
Aptus Capital Advisors, LLC3.55MShares$72.4 Million1.2% of portfolio
-
Capital Investment Advisors, LLC2.2MShares$44.9 Million0.98% of portfolio
-
Bank Of America Corp Charlotte, NC2.17MShares$44.2 Million0.0% of portfolio
-
Morgan Stanley New York, NY2.16MShares$44 Million0.0% of portfolio