Delap Wealth Advisory, LLC Ishares Core S&P Total U.S. St Transaction History
Delap Wealth Advisory, LLC
- $167 Billion
- Q4 2024
A detailed history of Delap Wealth Advisory, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 178,899 shares of ITOT stock, worth $23.7 Million. This represents 13.75% of its overall portfolio holdings.
Number of Shares
178,899
Previous 179,063
0.09%
Holding current value
$23.7 Million
Previous $22.5 Billion
2.29%
% of portfolio
13.75%
Previous 14.22%
Shares
9 transactions
Others Institutions Holding ITOT
# of Institutions
1,469Shares Held
321MCall Options Held
58.9KPut Options Held
20K-
Wells Fargo & Company San Francisco, CA55.1MShares$7.28 Billion1.59% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.45 Billion0.13% of portfolio
-
Life Planning Partners, Inc24MShares$3.17 Billion22.76% of portfolio
-
Betterment LLC New York, NY12.1MShares$1.6 Billion3.66% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.39 Billion0.1% of portfolio