Org Wealth Partners, LLC Ishares Core Total Usd Bond Ma Transaction History
Org Wealth Partners, LLC
- $139 Million
- Q4 2024
A detailed history of Org Wealth Partners, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Org Wealth Partners, LLC holds 71,579 shares of IUSB stock, worth $3.24 Million. This represents 2.33% of its overall portfolio holdings.
Number of Shares
71,579
Previous 74,603
4.05%
Holding current value
$3.24 Million
Previous $3.52 Billion
99.91%
% of portfolio
2.33%
Previous 1.17%
Shares
2 transactions
Others Institutions Holding IUSB
# of Institutions
718Shares Held
702MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc159MShares$7.19 Billion2.48% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.71 Billion0.06% of portfolio
-
Jones Financial Companies Lllp53.9MShares$2.44 Billion2.61% of portfolio
-
Wells Fargo & Company San Francisco, CA40MShares$1.81 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.3MShares$1.78 Billion0.85% of portfolio