Pfg Private Wealth Management, LLC Ishares Tr Transaction History
Pfg Private Wealth Management, LLC
- $165 Million
- Q2 2024
A detailed history of Pfg Private Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Pfg Private Wealth Management, LLC holds 19,188 shares of IBDV stock, worth $426,165. This represents 0.25% of its overall portfolio holdings.
Number of Shares
19,188
Previous 19,934
3.74%
Holding current value
$426,165
Previous $426,000
4.46%
% of portfolio
0.25%
Previous 0.27%
Shares
7 transactions
Others Institutions Holding IBDV
# of Institutions
174Shares Held
38.5MCall Options Held
0Put Options Held
0-
Capital Investment Advisors, LLC2.4MShares$53.2 Million1.16% of portfolio
-
Capital Advisors Inc2.23MShares$49.5 Million1.0% of portfolio
-
Bank Of America Corp Charlotte, NC2.1MShares$46.6 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.93MShares$42.9 Million0.06% of portfolio
-
Aptus Capital Advisors, LLC1.89MShares$41.9 Million0.77% of portfolio