Capital Planning Advisors, LLC Ishares Core Total Usd Bond Ma Transaction History
Capital Planning Advisors, LLC
- $555 Million
- Q1 2024
A detailed history of Capital Planning Advisors, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 5,360 shares of IUSB stock, worth $243,451. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,360Holding current value
$243,451% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding IUSB
# of Institutions
663Shares Held
605MCall Options Held
700Put Options Held
5.4K-
Envestnet Asset Management Inc134MShares$6.1 Billion2.33% of portfolio
-
Black Rock Inc. New York, NY57MShares$2.59 Billion0.06% of portfolio
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Jones Financial Companies Lllp49.5MShares$2.25 Billion3.08% of portfolio
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Wells Fargo & Company San Francisco, CA40.1MShares$1.82 Billion0.45% of portfolio
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Lpl Financial LLC Fort Mill, SC32MShares$1.45 Billion0.8% of portfolio