Worth Financial Advisory Group, LLC Ishares Core Total Usd Bond Ma Transaction History
Worth Financial Advisory Group, LLC
- $162 Billion
- Q4 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 118,373 shares of IUSB stock, worth $5.45 Million. This represents 3.29% of its overall portfolio holdings.
Number of Shares
118,373
Previous 118,969
0.5%
Holding current value
$5.45 Million
Previous $5.61 Billion
4.56%
% of portfolio
3.29%
Previous 3.29%
Shares
9 transactions
Others Institutions Holding IUSB
# of Institutions
765Shares Held
699MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc141MShares$6.5 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