Pfg Private Wealth Management, LLC Ishares Ibonds 2024 Term High Transaction History
Pfg Private Wealth Management, LLC
- $172 Million
- Q3 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 273,675 shares of IBHD stock, worth $6.35 Million. This represents 3.71% of its overall portfolio holdings.
Number of Shares
273,675
Previous 265,186
3.2%
Holding current value
$6.35 Million
Previous $6.16 Million
3.42%
% of portfolio
3.71%
Previous 3.74%
Shares
3 transactions
Others Institutions Holding IBHD
# of Institutions
111Shares Held
7.84MCall Options Held
0Put Options Held
0-
Mid American Wealth Advisory Group, Inc. Kansas City, MO1.29MShares$29.9 Million18.83% of portfolio
-
Lpl Financial LLC Fort Mill, SC485KShares$11.3 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL469KShares$10.9 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA464KShares$10.8 Million0.0% of portfolio
-
Asset Dedication, LLC327KShares$7.58 Million0.52% of portfolio