Opal Wealth Advisors, LLC Ishares Core Total Usd Bond Ma Transaction History
Opal Wealth Advisors, LLC
- $325 Million
- Q4 2024
A detailed history of Opal Wealth Advisors, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 58,601 shares of IUSB stock, worth $2.69 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
58,601
Previous 56,122
4.42%
Holding current value
$2.69 Million
Previous $2.64 Million
0.15%
% of portfolio
0.81%
Previous 0.84%
Shares
8 transactions
Others Institutions Holding IUSB
# of Institutions
770Shares Held
700MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc141MShares$6.48 Billion2.12% of portfolio
-
Jones Financial Companies Lllp60.5MShares$2.78 Billion2.61% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.75 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC44.6MShares$2.05 Billion0.85% of portfolio
-
Wells Fargo & Company San Francisco, CA42.5MShares$1.95 Billion0.44% of portfolio