New Edge Wealth, LLC Ishares Core Total Usd Bond Ma Transaction History
New Edge Wealth, LLC
- $5.41 Billion
- Q3 2024
A detailed history of New Edge Wealth, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, New Edge Wealth, LLC holds 4,733 shares of IUSB stock, worth $215,446. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,733
Previous 7,880
39.94%
Holding current value
$215,446
Previous $356,000
37.36%
% of portfolio
0.0%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding IUSB
# of Institutions
705Shares Held
699MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc159MShares$7.24 Billion2.48% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.73 Billion0.06% of portfolio
-
Jones Financial Companies Lllp53.9MShares$2.46 Billion2.61% of portfolio
-
Wells Fargo & Company San Francisco, CA40MShares$1.82 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.3MShares$1.79 Billion0.85% of portfolio