Sax Wealth Advisors, LLC Ishares Core Total Usd Bond Ma Transaction History
Sax Wealth Advisors, LLC
- $1.26 Billion
- Q4 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 60,789 shares of IUSB stock, worth $2.76 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
60,789Holding current value
$2.76 Million% of portfolio
0.22%Shares
1 transactions
Others Institutions Holding IUSB
# of Institutions
728Shares Held
705MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc159MShares$7.23 Billion2.48% of portfolio
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Black Rock Inc. New York, NY59.9MShares$2.72 Billion0.06% of portfolio
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Jones Financial Companies Lllp53.9MShares$2.45 Billion2.61% of portfolio
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Wells Fargo & Company San Francisco, CA40MShares$1.82 Billion0.43% of portfolio
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Lpl Financial LLC Fort Mill, SC39.3MShares$1.79 Billion0.85% of portfolio