Avidian Wealth Solutions, LLC Ishares Core Total Usd Bond Ma Transaction History
Avidian Wealth Solutions, LLC
- $2.16 Billion
- Q4 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 777,266 shares of IUSB stock, worth $35.7 Million. This represents 1.63% of its overall portfolio holdings.
Number of Shares
777,266
Previous 760,414
2.22%
Holding current value
$35.7 Million
Previous $35.8 Million
1.95%
% of portfolio
1.63%
Previous 1.68%
Shares
18 transactions
Others Institutions Holding IUSB
# of Institutions
776Shares Held
701MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc141MShares$6.49 Billion2.12% of portfolio
-
Jones Financial Companies Lllp60.5MShares$2.78 Billion2.61% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.75 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC44.6MShares$2.05 Billion0.85% of portfolio
-
Wells Fargo & Company San Francisco, CA42.5MShares$1.96 Billion0.44% of portfolio