Kfg Wealth Management, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Kfg Wealth Management, LLC
- $385 Million
- Q4 2024
A detailed history of Kfg Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 22,078 shares of IBTF stock, worth $516,183. This represents 0.13% of its overall portfolio holdings.
Number of Shares
22,078
Previous 13,508
63.44%
Holding current value
$516,183
Previous $316,000
62.66%
% of portfolio
0.13%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding IBTF
# of Institutions
311Shares Held
86.3MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH8.46MShares$198 Million1.32% of portfolio
-
Hm Payson & CO Portland, ME4.14MShares$96.7 Million1.67% of portfolio
-
Bank Of America Corp Charlotte, NC3.71MShares$86.8 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.69MShares$86.3 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.8MShares$65.4 Million1.36% of portfolio