Fonville Wealth Management LLC Ishares Core S&P Total U.S. St Transaction History
Fonville Wealth Management LLC
- $395 Billion
- Q2 2025
A detailed history of Fonville Wealth Management LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Fonville Wealth Management LLC holds 35,529 shares of ITOT stock, worth $5.07 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
35,529
Previous 35,529
-0.0%
Holding current value
$5.07 Million
Previous $4.33 Billion
10.68%
% of portfolio
1.21%
Previous 1.28%
Shares
5 transactions
Others Institutions Holding ITOT
# of Institutions
1,638Shares Held
324MCall Options Held
69.1KPut Options Held
33.4K-
Wells Fargo & Company San Francisco, CA59.3MShares$8.46 Billion1.71% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.96 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.3MShares$1.61 Billion3.24% of portfolio
-
Wealthfront Advisers LLC10.6MShares$1.51 Billion3.74% of portfolio
-
Morgan Stanley New York, NY10.4MShares$1.49 Billion0.09% of portfolio