Diversify Wealth Management, LLC Ishares Tr Broad Usd Inbd Etfv Transaction History
Diversify Wealth Management, LLC
- $1.35 Trillion
- Q1 2025
A detailed history of Diversify Wealth Management, LLC transactions in Ishares Tr Broad Usd Inbd Etfv stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 140,754 shares of USIG stock, worth $7.15 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
140,754
Previous 108,394
29.85%
Holding current value
$7.15 Million
Previous $5.39 Billion
33.04%
% of portfolio
0.53%
Previous 0.42%
Shares
4 transactions
Others Institutions Holding USIG
# of Institutions
454Shares Held
178MCall Options Held
21.4KPut Options Held
0-
Bank Of America Corp Charlotte, NC33.3MShares$1.69 Billion0.14% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO14.6MShares$742 Million2.48% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN10.3MShares$525 Million0.14% of portfolio
-
Personal Capital Advisors Corp9.74MShares$495 Million2.32% of portfolio
-
Assetmark, Inc7.79MShares$396 Million1.08% of portfolio