Capital A Wealth Management, LLC Ishares Core Total Usd Bond Ma Transaction History
Capital A Wealth Management, LLC
- $8.94 Billion
- Q2 2025
A detailed history of Capital A Wealth Management, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Capital A Wealth Management, LLC holds 208 shares of IUSB stock, worth $9,690. This represents 0.11% of its overall portfolio holdings.
Number of Shares
208
Previous 600
65.33%
Holding current value
$9,690
Previous $27.6 Million
65.32%
% of portfolio
0.11%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding IUSB
# of Institutions
845Shares Held
687MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc123MShares$5.74 Billion1.78% of portfolio
-
Jones Financial Companies Lllp71.4MShares$3.32 Billion2.29% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.79 Billion0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA46.6MShares$2.17 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC44.5MShares$2.08 Billion0.65% of portfolio