A detailed history of Wealth Forward, LLC transactions in Us Bancorp \De\ stock. As of the latest transaction made, Wealth Forward, LLC holds 35,967 shares of USB stock, worth $1.82 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares
35,967
Previous 36,015 0.13%
Holding current value
$1.82 Million
Previous $1.43 Billion 15.04%
% of portfolio
1.15%
Previous 1.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

SELL
$39.04 - $47.23 $1,873 - $2,267
-48 Reduced 0.13%
35,967 $1.64 Billion
Q2 2024

Jul 19, 2024

BUY
$38.45 - $43.95 $76 - $87
2 Added 0.01%
36,015 $1.43 Billion
Q4 2023

Feb 21, 2024

BUY
$30.64 - $45.33 $1.1 Million - $1.63 Million
36,013 New
36,013 $1.56 Billion

Others Institutions Holding USB

About US BANCORP \DE\


  • Ticker USB
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 1,485,779,968
  • Market Cap $75.4B
  • Description
  • U.S. Bancorp, a financial services holding company, provides various financial services to individuals, businesses, institutional organizations, governmental entities and other financial institutions in the United States. It operates in Corporate and Commercial Banking, Consumer and Business Banking, Wealth Management and Investment Services, Pa...
More about USB
Track This Portfolio

Track Wealth Forward, LLC Portfolio

Follow Wealth Forward, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Forward, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Forward, LLC with notifications on news.