Evolution Wealth Advisors, LLC Ishares Core Total Usd Bond Ma Transaction History
Evolution Wealth Advisors, LLC
- $545 Million
- Q3 2024
A detailed history of Evolution Wealth Advisors, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Evolution Wealth Advisors, LLC holds 65,433 shares of IUSB stock, worth $2.98 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
65,433
Previous 59,603
9.78%
Holding current value
$2.98 Million
Previous $2.7 Million
14.4%
% of portfolio
0.57%
Previous 0.53%
Shares
2 transactions
Others Institutions Holding IUSB
# of Institutions
705Shares Held
699MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc159MShares$7.24 Billion2.48% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.73 Billion0.06% of portfolio
-
Jones Financial Companies Lllp53.9MShares$2.46 Billion2.61% of portfolio
-
Wells Fargo & Company San Francisco, CA40MShares$1.82 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.3MShares$1.79 Billion0.85% of portfolio