Wealth Plan Partners, LLC Ishares Core Total Usd Bond Ma Transaction History
Wealth Plan Partners, LLC
- $931 Billion
- Q2 2024
A detailed history of Wealth Plan Partners, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 81,641 shares of IUSB stock, worth $3.8 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
81,641
Previous 78,900
3.47%
Holding current value
$3.8 Million
Previous $3.6 Billion
2.63%
% of portfolio
0.4%
Previous 0.37%
Shares
15 transactions
Others Institutions Holding IUSB
# of Institutions
684Shares Held
618MCall Options Held
800Put Options Held
900-
Envestnet Asset Management Inc131MShares$6.11 Billion2.11% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.79 Billion0.06% of portfolio
-
Jones Financial Companies Lllp52MShares$2.42 Billion2.72% of portfolio
-
Wells Fargo & Company San Francisco, CA40.1MShares$1.87 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.7MShares$1.52 Billion0.75% of portfolio