Arete Wealth Advisors, LLC Ishares Core Total Usd Bond Ma Transaction History
Arete Wealth Advisors, LLC
- $1.39 Billion
- Q4 2024
A detailed history of Arete Wealth Advisors, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 88,644 shares of IUSB stock, worth $4.1 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
88,644
Previous 61,573
43.97%
Holding current value
$4.1 Million
Previous $2.9 Million
38.12%
% of portfolio
0.29%
Previous 0.25%
Shares
12 transactions
Others Institutions Holding IUSB
# of Institutions
771Shares Held
700MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc141MShares$6.53 Billion2.12% of portfolio
-
Jones Financial Companies Lllp60.5MShares$2.8 Billion2.61% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.77 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC44.6MShares$2.06 Billion0.85% of portfolio
-
Wells Fargo & Company San Francisco, CA42.5MShares$1.97 Billion0.44% of portfolio