Sugarloaf Wealth Management, LLC Ishares Core Total Usd Bond Ma Transaction History
Sugarloaf Wealth Management, LLC
- $480 Million
- Q4 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 2,954 shares of IUSB stock, worth $134,466. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,954
Previous 3,447
14.3%
Holding current value
$134,466
Previous $162,000
17.9%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding IUSB
# of Institutions
721Shares Held
705MCall 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