Kestra Private Wealth Services, LLC Ishares Tr Ibonds Dec 2029 Tre 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 Tre stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 12,300 shares of IBTJ stock, worth $269,739. This represents 0.0% of its overall portfolio holdings.
Number of Shares
12,300Holding current value
$269,739% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding IBTJ
# of Institutions
186Shares Held
28.3MCall Options Held
0Put Options Held
0-
True Private Wealth Advisors1.95MShares$42.9 Million5.22% of portfolio
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Wells Fargo & Company San Francisco, CA1.49MShares$32.7 Million0.01% of portfolio
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Mercer Global Advisors Inc Denver, CO1.05MShares$23 Million0.04% of portfolio
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Raymond James Financial Inc St. Petersburg, FL971KShares$21.3 Million0.01% of portfolio
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Hengehold Capital Management LLC963KShares$21.1 Million1.85% of portfolio