Pfg Private Wealth Management, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Pfg Private Wealth Management, LLC
- $170 Million
- Q2 2025
A detailed history of Pfg Private Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Pfg Private Wealth Management, LLC holds 11,649 shares of IBMQ stock, worth $297,748. This represents 0.17% of its overall portfolio holdings.
Number of Shares
11,649
Previous 11,649
-0.0%
Holding current value
$297,748
Previous $294,000
0.68%
% of portfolio
0.17%
Previous 0.18%
Shares
1 transactions
Others Institutions Holding IBMQ
# of Institutions
169Shares Held
17MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.07MShares$52.9 Million0.0% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH892KShares$22.8 Million0.33% of portfolio
-
Mercer Global Advisors Inc Denver, CO857KShares$21.9 Million0.05% of portfolio
-
Envestnet Asset Management Inc841KShares$21.5 Million0.01% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC754KShares$19.3 Million0.54% of portfolio