Worth Financial Advisory Group, LLC Ishares Core Total Usd Bond Ma Transaction History
Worth Financial Advisory Group, LLC
- $170 Billion
- Q3 2024
A detailed history of Worth Financial Advisory Group, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 118,969 shares of IUSB stock, worth $5.39 Million. This represents 3.29% of its overall portfolio holdings.
Number of Shares
118,969
Previous 113,746
4.59%
Holding current value
$5.39 Million
Previous $5.14 Billion
8.99%
% of portfolio
3.29%
Previous 3.38%
Shares
8 transactions
Others Institutions Holding IUSB
# of Institutions
718Shares Held
699MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc159MShares$7.2 Billion2.48% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.71 Billion0.06% of portfolio
-
Jones Financial Companies Lllp53.9MShares$2.44 Billion2.61% of portfolio
-
Wells Fargo & Company San Francisco, CA40MShares$1.81 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.3MShares$1.78 Billion0.85% of portfolio