Lifelong Wealth Advisors, Inc. Ishares Core Total Usd Bond Ma Transaction History
Lifelong Wealth Advisors, Inc.
- $213 Billion
- Q1 2025
A detailed history of Lifelong Wealth Advisors, Inc. transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Lifelong Wealth Advisors, Inc. holds 93,052 shares of IUSB stock, worth $4.29 Million. This represents 2.01% of its overall portfolio holdings.
Number of Shares
93,052
Previous 93,365
0.34%
Holding current value
$4.29 Million
Previous $4.22 Billion
1.61%
% of portfolio
2.01%
Previous 1.9%
Shares
2 transactions
Others Institutions Holding IUSB
# of Institutions
781Shares Held
697MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc142MShares$6.55 Billion2.19% of portfolio
-
Jones Financial Companies Lllp60.5MShares$2.79 Billion2.61% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.76 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC44.6MShares$2.06 Billion0.85% of portfolio
-
Wells Fargo & Company San Francisco, CA42.5MShares$1.96 Billion0.44% of portfolio