Wr Wealth Planners, LLC Ishares Core Total Usd Bond Ma Transaction History
Wr Wealth Planners, LLC
- $301 Million
- Q4 2024
A detailed history of Wr Wealth Planners, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 23,078 shares of IUSB stock, worth $1.05 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
23,078
Previous 46,128
49.97%
Holding current value
$1.05 Million
Previous $2.17 Million
52.0%
% of portfolio
0.35%
Previous 0.63%
Shares
12 transactions
Others Institutions Holding IUSB
# of Institutions
740Shares Held
712MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc159MShares$7.23 Billion2.48% of portfolio
-
Jones Financial Companies Lllp60.5MShares$2.75 Billion2.61% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.72 Billion0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA40MShares$1.82 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.3MShares$1.79 Billion0.85% of portfolio