Oak Harbor Wealth Partners, LLC Ishares Tr Broad Usd Inbd Etfv Transaction History

Oak Harbor Wealth Partners, LLC

$349 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 27, 2023	BUY	$49.44 - $51.04 $33,372 - $34,452	675 New	675 $33,000

Others Institutions Holding USIG

# of Institutions

413

Shares Held

166M

Call Options Held

21.4K

Put Options Held

0

Bank Of America Corp Charlotte, NC

31.2M
Shares

$1.57 Billion
0.14% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

13.5M
Shares

$681 Million
2.41% of portfolio
Personal Capital Advisors Corp

9.74M
Shares

$490 Million
2.32% of portfolio
Ameriprise Financial Inc Minneapolis, MN

9.71M
Shares

$489 Million
0.13% of portfolio
Truist Financial Corp

7.49M
Shares

$377 Million
0.63% of portfolio

About ISHARES TR BROAD USD INBD ETFV

Ticker USIG
Sector ETFs
Industry ETFs

More about USIG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Oak Harbor Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oak Harbor Wealth Partners, LLC with notifications on news.