Worth Financial Advisory Group, LLC Ishares Core Total Usd Bond Ma Transaction History
Worth Financial Advisory Group, LLC
- $152 Billion
- Q2 2024
A detailed history of Worth Financial Advisory Group, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 113,746 shares of IUSB stock, worth $5.34 Million. This represents 3.38% of its overall portfolio holdings.
Number of Shares
113,746
Previous 107,087
6.22%
Holding current value
$5.34 Million
Previous $4.88 Billion
5.36%
% of portfolio
3.38%
Previous 3.38%
Shares
7 transactions
Others Institutions Holding IUSB
# of Institutions
682Shares Held
616MCall Options Held
800Put Options Held
900-
Envestnet Asset Management Inc131MShares$6.17 Billion2.11% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.81 Billion0.06% of portfolio
-
Jones Financial Companies Lllp52MShares$2.44 Billion2.72% of portfolio
-
Wells Fargo & Company San Francisco, CA40.1MShares$1.89 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.7MShares$1.54 Billion0.75% of portfolio