Cogent Blue Wealth Advisors, LLC Ishares Core S&P Total U.S. St Transaction History
Cogent Blue Wealth Advisors, LLC
- $114 Billion
- Q4 2024
A detailed history of Cogent Blue Wealth Advisors, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Cogent Blue Wealth Advisors, LLC holds 62,448 shares of ITOT stock, worth $8.27 Million. This represents 7.07% of its overall portfolio holdings.
Number of Shares
62,448Holding current value
$8.27 Million% of portfolio
7.07%Shares
1 transactions
Others Institutions Holding ITOT
# of Institutions
1,437Shares Held
326MCall Options Held
58.9KPut Options Held
20K-
Wells Fargo & Company San Francisco, CA55.1MShares$7.3 Billion1.59% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.46 Billion0.13% of portfolio
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Life Planning Partners, Inc24MShares$3.18 Billion22.76% of portfolio
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Betterment LLC New York, NY12.1MShares$1.61 Billion3.66% of portfolio
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Morgan Stanley New York, NY10.5MShares$1.39 Billion0.1% of portfolio