Kfg Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Kfg Wealth Management, LLC
- $390 Million
- Q1 2025
A detailed history of Kfg Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 23,525 shares of IBTG stock, worth $539,193. This represents 0.14% of its overall portfolio holdings.
Number of Shares
23,525
Previous 19,434
21.05%
Holding current value
$539,193
Previous $443,000
21.67%
% of portfolio
0.14%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding IBTG
# of Institutions
263Shares Held
57.7MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME4.01MShares$92 Million1.58% of portfolio
-
Morgan Stanley New York, NY3.6MShares$82.4 Million0.01% of portfolio
-
Essential Planning, Llc. Portsmouth, NH3.43MShares$78.5 Million0.52% of portfolio
-
Bank Of America Corp Charlotte, NC2.7MShares$62 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.35MShares$53.9 Million1.09% of portfolio