Pfg Private Wealth Management, LLC Ishares Ibonds 2025 Term High Transaction History
Pfg Private Wealth Management, LLC
- $174 Million
- Q4 2024
A detailed history of Pfg Private Wealth Management, LLC transactions in Ishares Ibonds 2025 Term High stock. As of the latest transaction made, Pfg Private Wealth Management, LLC holds 286,479 shares of IBHE stock, worth $6.68 Million. This represents 3.81% of its overall portfolio holdings.
Number of Shares
286,479
Previous 268,846
6.56%
Holding current value
$6.68 Million
Previous $6.26 Million
6.1%
% of portfolio
3.81%
Previous 3.64%
Shares
6 transactions
Others Institutions Holding IBHE
# of Institutions
140Shares Held
16.9MCall Options Held
0Put Options Held
0-
Arrow Financial Corp1.48MShares$34.5 Million3.33% of portfolio
-
Morgan Stanley New York, NY1.06MShares$24.6 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL992KShares$23.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC985KShares$23 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL907KShares$21.1 Million0.03% of portfolio