Ever Source Wealth Advisors, LLC Ishares Core Total Usd Bond Ma Transaction History
Ever Source Wealth Advisors, LLC
- $1.25 Billion
- Q1 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 21,000 shares of IUSB stock, worth $949,620. This represents 0.08% of its overall portfolio holdings.
Number of Shares
21,000
Previous 23,151
9.29%
Holding current value
$949,620
Previous $1.06 Million
9.29%
% of portfolio
0.08%
Previous 0.09%
Shares
10 transactions
Others Institutions Holding IUSB
# of Institutions
662Shares Held
605MCall Options Held
700Put Options Held
5.4K-
Envestnet Asset Management Inc134MShares$6.08 Billion2.33% of portfolio
-
Black Rock Inc. New York, NY57MShares$2.58 Billion0.06% of portfolio
-
Jones Financial Companies Lllp49.5MShares$2.24 Billion3.08% of portfolio
-
Wells Fargo & Company San Francisco, CA40.1MShares$1.81 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC32MShares$1.45 Billion0.8% of portfolio