Opal Wealth Advisors, LLC Ishares Core Total Usd Bond Ma Transaction History
Opal Wealth Advisors, LLC
- $361 Million
- Q4 2025
A detailed history of Opal Wealth Advisors, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 14,903 shares of IUSB stock, worth $694,330. This represents 0.19% of its overall portfolio holdings.
Number of Shares
14,903
Previous 4,972
199.74%
Holding current value
$694,330
Previous $232,000
199.14%
% of portfolio
0.19%
Previous 0.07%
Shares
12 transactions
Others Institutions Holding IUSB
# of Institutions
866Shares Held
692MCall 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