Ever Source Wealth Advisors, LLC Ishares Core Total Usd Bond Ma Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 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 40,088 shares of IUSB stock, worth $1.85 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
40,088
Previous 44,957
10.83%
Holding current value
$1.85 Million
Previous $2.12 Million
14.49%
% of portfolio
0.11%
Previous 0.14%
Shares
13 transactions
Others Institutions Holding IUSB
# of Institutions
771Shares Held
700MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc141MShares$6.53 Billion2.12% of portfolio
-
Jones Financial Companies Lllp60.5MShares$2.8 Billion2.61% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.77 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC44.6MShares$2.06 Billion0.85% of portfolio
-
Wells Fargo & Company San Francisco, CA42.5MShares$1.97 Billion0.44% of portfolio