Fonville Wealth Management LLC Ishares Core S&P Total U.S. St Transaction History
Fonville Wealth Management LLC
- $339 Billion
- Q1 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 $4.63 Million. This represents 1.28% of its overall portfolio holdings.
Number of Shares
35,529
Previous 37,010
4.0%
Holding current value
$4.63 Million
Previous $4.76 Billion
8.94%
% of portfolio
1.28%
Previous 1.57%
Shares
5 transactions
Others Institutions Holding ITOT
# of Institutions
1,576Shares Held
320MCall Options Held
67.9KPut Options Held
29K-
Wells Fargo & Company San Francisco, CA58.6MShares$7.63 Billion1.67% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.35 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.5MShares$1.5 Billion3.34% of portfolio
-
Wealthfront Advisers LLC11MShares$1.43 Billion3.84% of portfolio
-
Morgan Stanley New York, NY10.3MShares$1.34 Billion0.09% of portfolio