A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 1,079 shares of ITOT stock, worth $134,928. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,079
Previous 365 195.62%
Holding current value
$134,928
Previous $42.1 Million 204.54%
% of portfolio
0.04%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024

BUY
$108.78 - $119.23 $77,668 - $85,130
714 Added 195.62%
1,079 $128 Million
Q1 2024

May 08, 2024

BUY
$103.16 - $115.3 $37,653 - $42,084
365 New
365 $42.1 Million

Others Institutions Holding ITOT

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


  • Ticker ITOT
  • Sector ETFs
  • Industry ETFs
More about ITOT
Track This Portfolio

Track Atlantic Edge Private Wealth Management, LLC Portfolio

Follow Atlantic Edge Private Wealth Management, 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 Atlantic Edge Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atlantic Edge Private Wealth Management, LLC with notifications on news.