Maxwell Wealth Strategies Inc. Ishares Core Total Usd Bond Ma Transaction History
Maxwell Wealth Strategies Inc.
- $245 Billion
- Q4 2024
A detailed history of Maxwell Wealth Strategies Inc. transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Maxwell Wealth Strategies Inc. holds 64,166 shares of IUSB stock, worth $2.92 Million. This represents 1.18% of its overall portfolio holdings.
Number of Shares
64,166
Previous 72,098
11.0%
Holding current value
$2.92 Million
Previous $3.3 Billion
12.23%
% of portfolio
1.18%
Previous 1.4%
Shares
5 transactions
Others Institutions Holding IUSB
# of Institutions
757Shares Held
697MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc141MShares$6.43 Billion2.12% of portfolio
-
Jones Financial Companies Lllp60.5MShares$2.76 Billion2.61% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.73 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC44.6MShares$2.03 Billion0.85% of portfolio
-
Wells Fargo & Company San Francisco, CA42.5MShares$1.94 Billion0.44% of portfolio