Wellington Wealth Strategies, Llc. Ishares Tr Broad Usd Inbd Etfv Transaction History

Wellington Wealth Strategies, Llc.

$23.8 Billion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	BUY	$50.05 - $51.32 $284,033 - $291,241	5,675 New	5,675 $288 Million

Others Institutions Holding USIG

# of Institutions

417

Shares Held

158M

Call Options Held

26.7K

Put Options Held

7.8K

Bank Of America Corp Charlotte, NC

29.3M
Shares

$1.52 Billion
0.13% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

13M
Shares

$673 Million
2.42% of portfolio
Personal Capital Advisors Corp

9.74M
Shares

$506 Million
2.32% of portfolio
Ameriprise Financial Inc Minneapolis, MN

9.08M
Shares

$472 Million
0.13% of portfolio
Truist Financial Corp

7.48M
Shares

$388 Million
0.58% of portfolio

About ISHARES TR BROAD USD INBD ETFV

Ticker USIG
Sector ETFs
Industry ETFs

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