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 $4.25 Million. This represents 2.01% of its overall portfolio holdings.
Number of Shares
93,052
Previous 93,365
0.34%
Holding current value
$4.25 Million
Previous $4.22 Billion
1.61%
% of portfolio
2.01%
Previous 1.9%
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