One Wealth Management Investment & Advisory Services, LLC Ishares Core Total Usd Bond Ma Transaction History
One Wealth Management Investment & Advisory Services, LLC
- $244 Billion
- Q1 2024
A detailed history of One Wealth Management Investment & Advisory Services, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, One Wealth Management Investment & Advisory Services, LLC holds 215,748 shares of IUSB stock, worth $9.76 Million. This represents 4.03% of its overall portfolio holdings.
Number of Shares
215,748
Previous 103,780
107.89%
Holding current value
$9.76 Million
Previous $4.78 Billion
105.72%
% of portfolio
4.03%
Previous 2.13%
Shares
2 transactions
Others Institutions Holding IUSB
# of Institutions
663Shares Held
605MCall Options Held
700Put Options Held
5.4K-
Envestnet Asset Management Inc134MShares$6.08 Billion2.33% of portfolio
-
Black Rock Inc. New York, NY57MShares$2.58 Billion0.06% of portfolio
-
Jones Financial Companies Lllp49.5MShares$2.24 Billion3.08% of portfolio
-
Wells Fargo & Company San Francisco, CA40.1MShares$1.81 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC32MShares$1.45 Billion0.8% of portfolio