Modern Wealth Management, LLC Ishares Core Total Usd Bond Ma Transaction History
Modern Wealth Management, LLC
- $1.37 Trillion
- Q2 2024
A detailed history of Modern Wealth Management, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Modern Wealth Management, LLC holds 56,244 shares of IUSB stock, worth $2.56 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
56,244
Previous 42,799
31.41%
Holding current value
$2.56 Million
Previous $1.92 Billion
32.53%
% of portfolio
0.19%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding IUSB
# of Institutions
687Shares Held
636MCall Options Held
800Put Options Held
900-
Envestnet Asset Management Inc131MShares$5.98 Billion2.11% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.73 Billion0.06% of portfolio
-
Jones Financial Companies Lllp52MShares$2.37 Billion2.72% of portfolio
-
Wells Fargo & Company San Francisco, CA40.1MShares$1.83 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.7MShares$1.49 Billion0.75% of portfolio