Kestra Private Wealth Services, LLC Ishares Tr Ibonds December 202 Transaction History
Kestra Private Wealth Services, LLC
- $5.3 Billion
- Q3 2024
A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 27,195 shares of IBMO stock, worth $693,200. This represents 0.01% of its overall portfolio holdings.
Number of Shares
27,195
Previous 26,984
0.78%
Holding current value
$693,200
Previous $683,000
2.05%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding IBMO
# of Institutions
176Shares Held
18.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.56MShares$39.8 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO993KShares$25.3 Million0.06% of portfolio
-
Envestnet Asset Management Inc925KShares$23.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY806KShares$20.5 Million0.0% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH798KShares$20.4 Million0.32% of portfolio