Up Strategic Wealth Investment Advisors LLC Ishares Core S&P Total U.S. St Call Options Transaction History

Up Strategic Wealth Investment Advisors LLC

$66 Billion
Q2 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding ITOT

# of Institutions

1,376

Shares Held

305M

Call Options Held

97.2K

Put Options Held

16.1K

Wells Fargo & Company San Francisco, CA

55.1M
Shares

$7.24 Billion
1.59% of portfolio
Black Rock Inc. New York, NY

48.8M
Shares

$6.41 Billion
0.13% of portfolio
Betterment LLC New York, NY

12.1M
Shares

$1.6 Billion
3.66% of portfolio
Morgan Stanley New York, NY

10.6M
Shares

$1.39 Billion
0.1% of portfolio
Alliancebernstein L.P. New York, NY

8.92M
Shares

$1.17 Billion
0.39% of portfolio

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