Pfg Private Wealth Management, LLC Ishares Tr Ibonds December 202 Transaction History
Pfg Private Wealth Management, LLC
- $165 Million
- Q2 2024
A detailed history of Pfg Private Wealth Management, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Pfg Private Wealth Management, LLC holds 19,391 shares of IBMO stock, worth $494,858. This represents 0.3% of its overall portfolio holdings.
Number of Shares
19,391
Previous 17,285
12.18%
Holding current value
$494,858
Previous $438,000
11.87%
% of portfolio
0.3%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding IBMO
# of Institutions
165Shares Held
17.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.51MShares$38.6 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO981KShares$25 Million0.06% of portfolio
-
Envestnet Asset Management Inc884KShares$22.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY866KShares$22.1 Million0.0% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH773KShares$19.7 Million0.34% of portfolio