Modern Wealth Management, LLC Ishares Core Total Usd Bond Ma Transaction History
Modern Wealth Management, LLC
- $2.86 Trillion
- Q4 2024
A detailed history of Modern Wealth Management, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Modern Wealth Management, LLC holds 720,297 shares of IUSB stock, worth $32.5 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
720,297
Previous 71,372
909.22%
Holding current value
$32.5 Million
Previous $3.36 Billion
873.65%
% of portfolio
1.15%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding IUSB
# of Institutions
743Shares Held
710MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc141MShares$6.37 Billion2.12% of portfolio
-
Jones Financial Companies Lllp60.5MShares$2.73 Billion2.61% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.7 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC44.6MShares$2.02 Billion0.85% of portfolio
-
Wells Fargo & Company San Francisco, CA42.5MShares$1.92 Billion0.44% of portfolio