Lifelong Wealth Advisors, Inc. Ishares Core Total Usd Bond Ma Transaction History
Lifelong Wealth Advisors, Inc.
- $301 Billion
- Q2 2025
A detailed history of Lifelong Wealth Advisors, Inc. transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Lifelong Wealth Advisors, Inc. holds 81,412 shares of IUSB stock, worth $3.81 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
81,412
Previous 93,052
12.51%
Holding current value
$3.81 Million
Previous $4.29 Billion
12.22%
% of portfolio
1.25%
Previous 2.01%
Shares
3 transactions
Others Institutions Holding IUSB
# of Institutions
819Shares Held
699MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc135MShares$6.31 Billion1.92% of portfolio
-
Jones Financial Companies Lllp66.8MShares$3.12 Billion2.35% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.8 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC47.2MShares$2.21 Billion0.77% of portfolio
-
Wells Fargo & Company San Francisco, CA43.3MShares$2.02 Billion0.43% of portfolio