Sugarloaf Wealth Management, LLC Ishares Core Total Usd Bond Ma Transaction History
Sugarloaf Wealth Management, LLC
- $493 Million
- Q3 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 3,447 shares of IUSB stock, worth $155,907. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,447
Previous 3,181
8.36%
Holding current value
$155,907
Previous $143,000
13.29%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding IUSB
# of Institutions
708Shares 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