Aegis Wealth Management LLC Ishares Core S&P Total U.S. St Transaction History
Aegis Wealth Management LLC
- $148 Billion
- Q4 2024
A detailed history of Aegis Wealth Management LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Aegis Wealth Management LLC holds 47,518 shares of ITOT stock, worth $5.98 Million. This represents 4.13% of its overall portfolio holdings.
Number of Shares
47,518Holding current value
$5.98 Million% of portfolio
4.13%Shares
1 transactions
Others Institutions Holding ITOT
# of Institutions
1,542Shares Held
303MCall Options Held
53KPut Options Held
29.4K-
Wells Fargo & Company San Francisco, CA55.3MShares$6.95 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.13 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.8MShares$1.48 Billion3.65% of portfolio
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Morgan Stanley New York, NY10.5MShares$1.32 Billion0.1% of portfolio
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Alliancebernstein L.P. New York, NY9.02MShares$1.13 Billion0.41% of portfolio