Avidian Wealth Solutions, LLC Ishares Core Total Usd Bond Ma Transaction History
Avidian Wealth Solutions, LLC
- $2.13 Billion
- Q3 2024
A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 760,414 shares of IUSB stock, worth $34.3 Million. This represents 1.68% of its overall portfolio holdings.
Number of Shares
760,414
Previous 717,181
6.03%
Holding current value
$34.3 Million
Previous $32.4 Million
10.48%
% of portfolio
1.68%
Previous 1.39%
Shares
17 transactions
Others Institutions Holding IUSB
# of Institutions
708Shares Held
702MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc159MShares$7.17 Billion2.48% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.7 Billion0.06% of portfolio
-
Jones Financial Companies Lllp53.9MShares$2.43 Billion2.61% of portfolio
-
Wells Fargo & Company San Francisco, CA40MShares$1.81 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.3MShares$1.77 Billion0.85% of portfolio