Maxwell Wealth Strategies Inc. Ishares Core Total Usd Bond Ma Transaction History
Maxwell Wealth Strategies Inc.
- $235 Billion
- Q3 2024
A detailed history of Maxwell Wealth Strategies Inc. transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Maxwell Wealth Strategies Inc. holds 72,098 shares of IUSB stock, worth $3.26 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
72,098
Previous 66,828
7.89%
Holding current value
$3.26 Million
Previous $3.02 Billion
9.34%
% of portfolio
1.4%
Previous 1.48%
Shares
4 transactions
Others Institutions Holding IUSB
# of Institutions
708Shares Held
702MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc159MShares$7.19 Billion2.48% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.71 Billion0.06% of portfolio
-
Jones Financial Companies Lllp53.9MShares$2.44 Billion2.61% of portfolio
-
Wells Fargo & Company San Francisco, CA40MShares$1.81 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.3MShares$1.78 Billion0.85% of portfolio