Kfg Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Kfg Wealth Management, LLC
- $385 Million
- Q4 2024
A detailed history of Kfg Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 10,687 shares of IBTH stock, worth $237,465. This represents 0.06% of its overall portfolio holdings.
Number of Shares
10,687
Previous 9,956
7.34%
Holding current value
$237,465
Previous $225,000
5.33%
% of portfolio
0.06%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding IBTH
# of Institutions
212Shares Held
34.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.23MShares$71.8 Million0.01% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA3.05MShares$67.9 Million2.59% of portfolio
-
Bank Of America Corp Charlotte, NC1.6MShares$35.6 Million0.0% of portfolio
-
Confluence Investment Management LLC1.42MShares$31.5 Million0.45% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.37MShares$30.4 Million0.21% of portfolio