Mowery & Schoenfeld Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History
Mowery & Schoenfeld Wealth Management, LLC
- $51 Billion
- Q1 2025
A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 896 shares of ITOT stock, worth $108,407. This represents 0.21% of its overall portfolio holdings.
Number of Shares
896Holding current value
$108,407% of portfolio
0.21%Shares
1 transactions
Others Institutions Holding ITOT
# of Institutions
1,581Shares Held
315MCall Options Held
53KPut Options Held
29.4K-
Wells Fargo & Company San Francisco, CA55.3MShares$6.69 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$5.9 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.8MShares$1.43 Billion3.65% of portfolio
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Wealthfront Advisers LLC11MShares$1.33 Billion3.84% of portfolio
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Morgan Stanley New York, NY10.5MShares$1.27 Billion0.1% of portfolio