Avid Wealth Partners LLC Ishares Core S&P Total U.S. St Transaction History

Avid Wealth Partners LLC

  • $141 Billion
  • Q3 2024

A detailed history of Avid Wealth Partners LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Avid Wealth Partners LLC holds 2,436 shares of ITOT stock, worth $316,168. This represents 0.22% of its overall portfolio holdings.

Number of Shares
2,436
Previous 2,242 8.65%
Holding current value
$316,168
Previous $266 Million 14.91%
% of portfolio
0.22%
Previous 0.21%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
BUY
$113.41 - $125.62 $22,001 - $24,370
194 Added 8.65%
2,436 $306 Million
Q2 2024

Jul 19, 2024
BUY
$108.78 - $119.23 $243,884 - $267,313
2,242 New
2,242 $266 Million

Others Institutions Holding ITOT

# of Institutions
1,379
Shares Held
303M
Call Options Held
58.9K
Put Options Held
20K
View Full List

About ISHARES CORE S&P TOTAL U.S. ST

ITOT Quotes by TradingView
  • Ticker ITOT
  • Sector ETFs
  • Industry ETFs
More about ITOT
Track This Portfolio

Track Avid Wealth Partners LLC Portfolio

Follow Avid Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avid Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avid Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email