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 $7.23 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
140,754
Previous 108,394
29.85%
Holding current value
$7.23 Million
Previous $5.39 Billion
33.04%
% of portfolio
0.53%
Previous 0.42%
Shares
4 transactions
Others Institutions Holding USIG
# of Institutions
457Shares Held
204MCall Options Held
8KPut Options Held
0-
Bank Of America Corp Charlotte, NC42.6MShares$2.19 Billion0.18% of portfolio
-
Tiaa Trust, National Association Charlotte, NC23.2MShares$1.19 Billion3.13% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO16.5MShares$849 Million2.56% of portfolio
-
Personal Capital Advisors Corp9.74MShares$501 Million2.32% of portfolio
-
Truist Financial Corp9.08MShares$467 Million0.7% of portfolio