Atlantic Edge Private Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History
Atlantic Edge Private Wealth Management, LLC
- $327 Billion
- Q1 2025
A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 1,079 shares of ITOT stock, worth $138,554. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,079
Previous 1,079
-0.0%
Holding current value
$138,554
Previous $139 Million
5.14%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding ITOT
# of Institutions
1,575Shares Held
320MCall Options Held
67.9KPut Options Held
29K-
Wells Fargo & Company San Francisco, CA58.6MShares$7.52 Billion1.67% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.26 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.5MShares$1.48 Billion3.34% of portfolio
-
Wealthfront Advisers LLC11MShares$1.41 Billion3.84% of portfolio
-
Morgan Stanley New York, NY10.3MShares$1.32 Billion0.09% of portfolio