Kestra Private Wealth Services, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
Kestra Private Wealth Services, LLC
- $7.16 Billion
- Q3 2025
A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 18,964 shares of IBDU stock, worth $442,999. This represents 0.01% of its overall portfolio holdings.
Number of Shares
18,964
Previous 15,980
18.67%
Holding current value
$442,999
Previous $372,000
19.62%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding IBDU
# of Institutions
347Shares Held
102MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.81MShares$159 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC5.44MShares$127 Million1.0% of portfolio
-
Morgan Stanley New York, NY5.1MShares$119 Million0.01% of portfolio
-
Capital Advisors Inc4.67MShares$109 Million1.87% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.54MShares$82.6 Million0.14% of portfolio