Modern Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History
Modern Wealth Management, LLC
- $1.65 Trillion
- Q3 2024
A detailed history of Modern Wealth Management, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Modern Wealth Management, LLC holds 30,916 shares of ITOT stock, worth $3.98 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
30,916
Previous 28,241
9.47%
Holding current value
$3.98 Million
Previous $3.35 Billion
15.78%
% of portfolio
0.24%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding ITOT
# of Institutions
1,377Shares Held
303MCall Options Held
58.9KPut Options Held
20K-
Wells Fargo & Company San Francisco, CA55.1MShares$7.1 Billion1.59% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.28 Billion0.13% of portfolio
-
Betterment LLC New York, NY12.1MShares$1.56 Billion3.66% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.35 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY8.92MShares$1.15 Billion0.39% of portfolio