KPWM
IBTX

KDK Private Wealth Management’s Independent Bank Group, Inc. IBTX Stock Holding History

KDK Private Wealth Management’s Portfolio IBTX Stock Details IBTX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-17,175
Closed -$1.04M – 56
2024
Q4 		$1.04M Buy
+17,175
New +$1.04M 1.08% 19