Certus Wealth Management, LLC Ishares Core Total Usd Bond Ma Transaction History
Certus Wealth Management, LLC
- $130 Million
- Q2 2024
A detailed history of Certus Wealth Management, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Certus Wealth Management, LLC holds 25,736 shares of IUSB stock, worth $1.17 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
25,736
Previous 23,087
11.47%
Holding current value
$1.17 Million
Previous $1.05 Million
10.55%
% of portfolio
0.9%
Previous 0.83%
Shares
3 transactions
Others Institutions Holding IUSB
# of Institutions
685Shares Held
636MCall Options Held
800Put Options Held
900-
Envestnet Asset Management Inc131MShares$5.98 Billion2.11% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.73 Billion0.06% of portfolio
-
Jones Financial Companies Lllp52MShares$2.37 Billion2.72% of portfolio
-
Wells Fargo & Company San Francisco, CA40.1MShares$1.83 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.7MShares$1.49 Billion0.75% of portfolio