One Wealth Management Investment & Advisory Services, LLC Ishares Core Total Usd Bond Ma Transaction History
One Wealth Management Investment & Advisory Services, LLC
- $251 Billion
- Q2 2024
A detailed history of One Wealth Management Investment & Advisory Services, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, One Wealth Management Investment & Advisory Services, LLC holds 206,904 shares of IUSB stock, worth $9.43 Million. This represents 3.72% of its overall portfolio holdings.
Number of Shares
206,904
Previous 215,748
4.1%
Holding current value
$9.43 Million
Previous $9.84 Billion
4.88%
% of portfolio
3.72%
Previous 4.03%
Shares
3 transactions
Others Institutions Holding IUSB
# of Institutions
685Shares Held
636MCall Options Held
800Put Options Held
900-
Envestnet Asset Management Inc131MShares$5.98 Billion2.11% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.73 Billion0.06% of portfolio
-
Jones Financial Companies Lllp52MShares$2.37 Billion2.72% of portfolio
-
Wells Fargo & Company San Francisco, CA40.1MShares$1.83 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.7MShares$1.49 Billion0.75% of portfolio