Sugarloaf Wealth Management, LLC Ishares Core Total Usd Bond Ma Transaction History
Sugarloaf Wealth Management, LLC
- $460 Million
- Q2 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 3,181 shares of IUSB stock, worth $149,602. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,181
Previous 3,290
3.31%
Holding current value
$149,602
Previous $149,000
4.03%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding IUSB
# of Institutions
685Shares Held
616MCall Options Held
800Put Options Held
900-
Envestnet Asset Management Inc131MShares$6.18 Billion2.11% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.82 Billion0.06% of portfolio
-
Jones Financial Companies Lllp52MShares$2.44 Billion2.72% of portfolio
-
Wells Fargo & Company San Francisco, CA40.1MShares$1.89 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.7MShares$1.54 Billion0.75% of portfolio