Wells Financial Advisors Inc Ishares Core Total Usd Bond Ma Transaction History
Wells Financial Advisors Inc
- $148 Million
- Q2 2024
A detailed history of Wells Financial Advisors Inc transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Wells Financial Advisors Inc holds 23,550 shares of IUSB stock, worth $1.08 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
23,550
Previous 22,330
5.46%
Holding current value
$1.08 Million
Previous $1.02 Million
4.52%
% of portfolio
0.72%
Previous 0.71%
Shares
3 transactions
Others Institutions Holding IUSB
# of Institutions
685Shares Held
630MCall Options Held
800Put Options Held
900-
Envestnet Asset Management Inc131MShares$6.03 Billion2.11% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.75 Billion0.06% of portfolio
-
Jones Financial Companies Lllp52MShares$2.39 Billion2.72% of portfolio
-
Wells Fargo & Company San Francisco, CA40.1MShares$1.84 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.7MShares$1.5 Billion0.75% of portfolio