Twelve Points Wealth Management LLC Ishares Core Total Usd Bond Ma Transaction History
Twelve Points Wealth Management LLC
- $265 Million
- Q1 2024
A detailed history of Twelve Points Wealth Management LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Twelve Points Wealth Management LLC holds 149,610 shares of IUSB stock, worth $6.77 Million. This represents 2.57% of its overall portfolio holdings.
Number of Shares
149,610
Previous 124,774
19.9%
Holding current value
$6.77 Million
Previous $5.75 Million
18.65%
% of portfolio
2.57%
Previous 2.81%
Shares
7 transactions
Others Institutions Holding IUSB
# of Institutions
663Shares Held
605MCall Options Held
700Put Options Held
5.4K-
Envestnet Asset Management Inc134MShares$6.08 Billion2.33% of portfolio
-
Black Rock Inc. New York, NY57MShares$2.58 Billion0.06% of portfolio
-
Jones Financial Companies Lllp49.5MShares$2.24 Billion3.08% of portfolio
-
Wells Fargo & Company San Francisco, CA40.1MShares$1.81 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC32MShares$1.45 Billion0.8% of portfolio