Brady Martz Wealth Solutions, LLC Ishares Core S&P Total U.S. St Transaction History
Brady Martz Wealth Solutions, LLC
- $442 Billion
- Q1 2025
A detailed history of Brady Martz Wealth Solutions, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Brady Martz Wealth Solutions, LLC holds 202,410 shares of ITOT stock, worth $23.3 Million. This represents 5.59% of its overall portfolio holdings.
Number of Shares
202,410
Previous 164,278
23.21%
Holding current value
$23.3 Million
Previous $21 Billion
17.42%
% of portfolio
5.59%
Previous 5.07%
Shares
2 transactions
Others Institutions Holding ITOT
# of Institutions
1,567Shares Held
314MCall Options Held
53KPut Options Held
29.4K-
Wells Fargo & Company San Francisco, CA55.3MShares$6.36 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$5.6 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.8MShares$1.36 Billion3.65% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.21 Billion0.1% of portfolio
-
Wealthfront Advisers LLC9.75MShares$1.12 Billion3.69% of portfolio