Wealth Plan Partners, LLC Ishares Core Total Usd Bond Ma Transaction History
Wealth Plan Partners, LLC
- $966 Billion
- Q1 2024
A detailed history of Wealth Plan Partners, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 78,900 shares of IUSB stock, worth $3.57 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
78,900
Previous 44,828
76.01%
Holding current value
$3.57 Million
Previous $2.07 Billion
74.17%
% of portfolio
0.37%
Previous 0.21%
Shares
14 transactions
Others Institutions Holding IUSB
# of Institutions
662Shares 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