Accurate Wealth Management, LLC Ishares Core Total Usd Bond Ma Transaction History
Accurate Wealth Management, LLC
- $486 Million
- Q4 2024
A detailed history of Accurate Wealth Management, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 22,721 shares of IUSB stock, worth $1.03 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
22,721
Previous 22,318
1.81%
Holding current value
$1.03 Million
Previous $1.05 Million
2.38%
% of portfolio
0.21%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding IUSB
# of Institutions
757Shares Held
697MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc141MShares$6.41 Billion2.12% of portfolio
-
Jones Financial Companies Lllp60.5MShares$2.75 Billion2.61% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.72 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC44.6MShares$2.03 Billion0.85% of portfolio
-
Wells Fargo & Company San Francisco, CA42.5MShares$1.93 Billion0.44% of portfolio