Worth Financial Advisory Group, LLC Ishares Core Total Usd Bond Ma Transaction History
Worth Financial Advisory Group, LLC
- $157 Billion
- Q1 2025
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 113,324 shares of IUSB stock, worth $5.16 Million. This represents 3.32% of its overall portfolio holdings.
Number of Shares
113,324
Previous 118,373
4.27%
Holding current value
$5.16 Million
Previous $5.35 Billion
2.4%
% of portfolio
3.32%
Previous 3.29%
Shares
10 transactions
Others Institutions Holding IUSB
# of Institutions
777Shares Held
696MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc141MShares$6.42 Billion2.12% of portfolio
-
Jones Financial Companies Lllp60.5MShares$2.75 Billion2.61% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.72 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC44.6MShares$2.03 Billion0.85% of portfolio
-
Wells Fargo & Company San Francisco, CA42.5MShares$1.93 Billion0.44% of portfolio