Vertex Planning Partners, LLC Ishares Core Total Usd Bond Ma Transaction History
Vertex Planning Partners, LLC
- $361 Billion
- Q1 2024
A detailed history of Vertex Planning Partners, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 45,156 shares of IUSB stock, worth $2.04 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
45,156
Previous 22,800
98.05%
Holding current value
$2.04 Million
Previous $1.05 Billion
95.99%
% of portfolio
0.57%
Previous 0.31%
Shares
6 transactions
Others Institutions Holding IUSB
# of Institutions
662Shares Held
605MCall Options Held
700Put Options Held
5.4K-
Envestnet Asset Management Inc134MShares$6.08 Billion2.33% of portfolio
-
Black Rock Inc. New York, NY57MShares$2.58 Billion0.06% of portfolio
-
Jones Financial Companies Lllp49.5MShares$2.24 Billion3.08% of portfolio
-
Wells Fargo & Company San Francisco, CA40.1MShares$1.81 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC32MShares$1.45 Billion0.8% of portfolio