Kfg Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Kfg Wealth Management, LLC
- $472 Million
- Q3 2025
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 21,663 shares of IBTH stock, worth $486,767. This represents 0.1% of its overall portfolio holdings.
Number of Shares
21,663
Previous 14,353
50.93%
Holding current value
$486,767
Previous $322,000
51.24%
% of portfolio
0.1%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding IBTH
# of Institutions
287Shares Held
60.7MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME6.8MShares$153 Million2.27% of portfolio
-
Morgan Stanley New York, NY3.51MShares$78.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC3.39MShares$76.1 Million0.01% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA2.83MShares$63.7 Million2.33% of portfolio
-
True Private Wealth Advisors1.98MShares$44.4 Million5.41% of portfolio