Morton Brown Family Wealth, LLC Ishares Core Total Usd Bond Ma Transaction History
Morton Brown Family Wealth, LLC
- $294 Million
- Q1 2025
A detailed history of Morton Brown Family Wealth, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 147 shares of IUSB stock, worth $6,769. This represents 0.0% of its overall portfolio holdings.
Number of Shares
147
Previous 147
-0.0%
Holding current value
$6,769
Previous $6,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 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