Sugarloaf Wealth Management, LLC Ishares Core Total Usd Bond Ma Transaction History
Sugarloaf Wealth Management, LLC
- $480 Million
- Q4 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 2,954 shares of IUSB stock, worth $135,736. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,954
Previous 3,447
14.3%
Holding current value
$135,736
Previous $162,000
17.9%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding IUSB
# of Institutions
770Shares Held
700MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc141MShares$6.48 Billion2.12% of portfolio
-
Jones Financial Companies Lllp60.5MShares$2.78 Billion2.61% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.75 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC44.6MShares$2.05 Billion0.85% of portfolio
-
Wells Fargo & Company San Francisco, CA42.5MShares$1.95 Billion0.44% of portfolio