Shepherd Wealth Management LTD Liability CO Ishares Core S&P Total U.S. St Transaction History
Shepherd Wealth Management LTD Liability CO
- $102 Billion
- Q4 2024
A detailed history of Shepherd Wealth Management LTD Liability CO transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Shepherd Wealth Management LTD Liability CO holds 3,957 shares of ITOT stock, worth $523,313. This represents 0.5% of its overall portfolio holdings.
Number of Shares
3,957Holding current value
$523,313% of portfolio
0.5%Shares
1 transactions
Others Institutions Holding ITOT
# of Institutions
1,479Shares Held
321MCall Options Held
58.9KPut Options Held
20K-
Wells Fargo & Company San Francisco, CA55.1MShares$7.28 Billion1.59% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.45 Billion0.13% of portfolio
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Life Planning Partners, Inc24MShares$3.17 Billion22.76% of portfolio
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Betterment LLC New York, NY12.1MShares$1.6 Billion3.66% of portfolio
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Morgan Stanley New York, NY10.5MShares$1.39 Billion0.1% of portfolio