Evolution Wealth Advisors, LLC Ishares Core Total Usd Bond Ma Transaction History
Evolution Wealth Advisors, LLC
- $580 Million
- Q4 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 59,652 shares of IUSB stock, worth $2.71 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
59,652
Previous 65,433
8.83%
Holding current value
$2.71 Million
Previous $3.08 Million
12.55%
% of portfolio
0.46%
Previous 0.57%
Shares
3 transactions
Others Institutions Holding IUSB
# of Institutions
728Shares Held
705MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc159MShares$7.23 Billion2.48% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.72 Billion0.06% of portfolio
-
Jones Financial Companies Lllp53.9MShares$2.45 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