Pfg Private Wealth Management, LLC Ishares Tr Ibonds December 202 Transaction History
Pfg Private Wealth Management, LLC
- $174 Million
- Q4 2024
A detailed history of Pfg Private Wealth Management, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Pfg Private Wealth Management, LLC holds 21,172 shares of IBMO stock, worth $541,368. This represents 0.31% of its overall portfolio holdings.
Number of Shares
21,172
Previous 20,652
2.52%
Holding current value
$541,368
Previous $529,000
1.89%
% of portfolio
0.31%
Previous 0.31%
Shares
4 transactions
Others Institutions Holding IBMO
# of Institutions
192Shares Held
19.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.75MShares$44.7 Million0.0% of portfolio
-
Envestnet Asset Management Inc949KShares$24.3 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO866KShares$22.2 Million0.05% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH863KShares$22.1 Million0.34% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC724KShares$18.5 Million0.52% of portfolio