Wcg Wealth Advisors LLC Ishares Core Total Usd Bond Ma Transaction History
Wcg Wealth Advisors LLC
- $1.42 Billion
- Q4 2024
A detailed history of Wcg Wealth Advisors LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 478,821 shares of IUSB stock, worth $22.1 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
478,821
Previous 458,441
4.45%
Holding current value
$22.1 Million
Previous $21.6 Million
0.19%
% of portfolio
1.53%
Previous 1.46%
Shares
7 transactions
Others Institutions Holding IUSB
# of Institutions
770Shares Held
700MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc141MShares$6.51 Billion2.12% of portfolio
-
Jones Financial Companies Lllp60.5MShares$2.79 Billion2.61% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.76 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC44.6MShares$2.06 Billion0.85% of portfolio
-
Wells Fargo & Company San Francisco, CA42.5MShares$1.96 Billion0.44% of portfolio