Kcs Wealth Advisory Ishares Tr Ibonds Dec 2027 Ter Transaction History
Kcs Wealth Advisory
- $224 Million
- Q3 2023
A detailed history of Kcs Wealth Advisory transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Kcs Wealth Advisory holds 99,685 shares of IBTH stock, worth $2.21 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
99,685
Previous 110,707
9.96%
Holding current value
$2.21 Million
Previous $2.45 Million
11.17%
% of portfolio
0.97%
Previous 0.89%
Shares
3 transactions
Others Institutions Holding IBTH
# of Institutions
199Shares Held
32.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.23MShares$71.5 Million0.01% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA3.05MShares$67.6 Million2.59% of portfolio
-
Bank Of America Corp Charlotte, NC1.6MShares$35.4 Million0.0% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.37MShares$30.2 Million0.21% of portfolio
-
Confluence Investment Management LLC1.36MShares$30 Million0.43% of portfolio