Genesis Wealth Advisors, LLC Ishares Core Total Usd Bond Ma Transaction History
Genesis Wealth Advisors, LLC
- $123 Billion
- Q1 2025
A detailed history of Genesis Wealth Advisors, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Genesis Wealth Advisors, LLC holds 9,698 shares of IUSB stock, worth $443,198. This represents 0.36% of its overall portfolio holdings.
Number of Shares
9,698
Previous 12,696
23.61%
Holding current value
$443,198
Previous $574 Million
22.13%
% of portfolio
0.36%
Previous 0.5%
Shares
2 transactions
Others Institutions Holding IUSB
# of Institutions
810Shares Held
703MCall Options Held
100Put Options Held
401-
Envestnet Asset Management Inc142MShares$6.5 Billion2.19% of portfolio
-
Jones Financial Companies Lllp62.4MShares$2.85 Billion2.59% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.74 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC48MShares$2.2 Billion0.9% of portfolio
-
Wells Fargo & Company San Francisco, CA42.3MShares$1.93 Billion0.45% of portfolio