Cascade Financial Partners, LLC Ishares Core S&P Total U.S. St Transaction History
Cascade Financial Partners, LLC
- $798 Billion
- Q3 2024
A detailed history of Cascade Financial Partners, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 18,802 shares of ITOT stock, worth $2.45 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
18,802
Previous 19,125
1.69%
Holding current value
$2.45 Million
Previous $2.27 Billion
5.65%
% of portfolio
0.3%
Previous 0.3%
Shares
3 transactions
Others Institutions Holding ITOT
# of Institutions
1,379Shares Held
303MCall Options Held
58.9KPut Options Held
20K-
Wells Fargo & Company San Francisco, CA55.1MShares$7.19 Billion1.59% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.36 Billion0.13% of portfolio
-
Betterment LLC New York, NY12.1MShares$1.58 Billion3.66% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.37 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY8.92MShares$1.16 Billion0.39% of portfolio