Peninsula Wealth, LLC Ishares Core Total Usd Bond Ma Transaction History
Peninsula Wealth, LLC
- $558 Million
- Q3 2024
A detailed history of Peninsula Wealth, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Peninsula Wealth, LLC holds 157,955 shares of IUSB stock, worth $7.19 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
157,955
Previous 145,389
8.64%
Holding current value
$7.19 Million
Previous $6.57 Million
13.2%
% of portfolio
1.33%
Previous 1.28%
Shares
5 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