Certus Wealth Management, LLC Ishares U.S. Treasury Bond ETF Transaction History
Certus Wealth Management, LLC
- $130 Million
- Q2 2024
A detailed history of Certus Wealth Management, LLC transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, Certus Wealth Management, LLC holds 42,093 shares of GOVT stock, worth $989,606. This represents 0.73% of its overall portfolio holdings.
Number of Shares
42,093
Previous 36,044
16.78%
Holding current value
$989,606
Previous $820,000
15.85%
% of portfolio
0.73%
Previous 0.65%
Shares
5 transactions
Others Institutions Holding GOVT
# of Institutions
748Shares Held
992MCall Options Held
11.7KPut Options Held
619K-
Bank Of America Corp Charlotte, NC369MShares$8.67 Billion0.74% of portfolio
-
Lpl Financial LLC Fort Mill, SC104MShares$2.45 Billion1.2% of portfolio
-
Envestnet Asset Management Inc57.4MShares$1.35 Billion0.46% of portfolio
-
Truist Financial Corp54.3MShares$1.28 Billion1.89% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA34MShares$799 Million0.51% of portfolio