Pfg Private Wealth Management, LLC Ishares Ibonds 2024 Term High Transaction History
Pfg Private Wealth Management, LLC
- $165 Million
- Q2 2024
A detailed history of Pfg Private Wealth Management, LLC transactions in Ishares Ibonds 2024 Term High stock. As of the latest transaction made, Pfg Private Wealth Management, LLC holds 265,186 shares of IBHD stock, worth $6.14 Million. This represents 3.74% of its overall portfolio holdings.
Number of Shares
265,186
Previous 250,663
5.79%
Holding current value
$6.14 Million
Previous $5.85 Million
5.42%
% of portfolio
3.74%
Previous 3.69%
Shares
2 transactions
Others Institutions Holding IBHD
# of Institutions
120Shares Held
10MCall Options Held
0Put Options Held
0-
Mid American Wealth Advisory Group, Inc. Kansas City, MO1.29MShares$29.8 Million18.83% of portfolio
-
Bank Of America Corp Charlotte, NC794KShares$18.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC676KShares$15.7 Million0.01% of portfolio
-
Baltimore Washington Financial Advisors, Inc.664KShares$15.4 Million0.92% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL469KShares$10.9 Million0.01% of portfolio