Wcg Wealth Advisors LLC Ishares Core Total Usd Bond Ma Transaction History
Wcg Wealth Advisors LLC
- $1.35 Billion
- Q2 2024
A detailed history of Wcg Wealth Advisors LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 410,639 shares of IUSB stock, worth $19.4 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
410,639
Previous 321,123
27.88%
Holding current value
$19.4 Million
Previous $14.6 Million
26.85%
% of portfolio
1.38%
Previous 1.24%
Shares
5 transactions
Others Institutions Holding IUSB
# of Institutions
684Shares Held
616MCall Options Held
800Put Options Held
900-
Envestnet Asset Management Inc131MShares$6.2 Billion2.11% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.83 Billion0.06% of portfolio
-
Jones Financial Companies Lllp52MShares$2.46 Billion2.72% of portfolio
-
Wells Fargo & Company San Francisco, CA40.1MShares$1.9 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.7MShares$1.54 Billion0.75% of portfolio