Wr Wealth Planners, LLC Ishares Core Total Usd Bond Ma Transaction History
Wr Wealth Planners, LLC
- $318 Million
- Q2 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 46,199 shares of IUSB stock, worth $2.19 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
46,199
Previous 47,044
1.8%
Holding current value
$2.19 Million
Previous $2.14 Million
2.57%
% of portfolio
0.66%
Previous 0.69%
Shares
6 transactions
Others Institutions Holding IUSB
# of Institutions
682Shares Held
616MCall Options Held
800Put Options Held
900-
Envestnet Asset Management Inc131MShares$6.22 Billion2.11% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.84 Billion0.06% of portfolio
-
Jones Financial Companies Lllp52MShares$2.46 Billion2.72% of portfolio
-
Wells Fargo & Company San Francisco, CA40.1MShares$1.9 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.7MShares$1.55 Billion0.75% of portfolio