Kfa Private Wealth Group, LLC Ishares Core Total Usd Bond Ma Transaction History
Kfa Private Wealth Group, LLC
- $322 Million
- Q1 2024
A detailed history of Kfa Private Wealth Group, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Kfa Private Wealth Group, LLC holds 70,694 shares of IUSB stock, worth $3.2 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
70,694
Previous 60,473
16.9%
Holding current value
$3.2 Million
Previous $2.79 Million
15.69%
% of portfolio
1.0%
Previous 1.0%
Shares
18 transactions
Others Institutions Holding IUSB
# of Institutions
663Shares 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