Atlantic Private Wealth, LLC Ishares Core S&P Total U.S. St Transaction History
Atlantic Private Wealth, LLC
- $126 Million
- Q1 2025
A detailed history of Atlantic Private Wealth, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 28,495 shares of ITOT stock, worth $3.67 Million. This represents 2.75% of its overall portfolio holdings.
Number of Shares
28,495Holding current value
$3.67 Million% of portfolio
2.75%Shares
1 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$7.54 Billion1.67% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.28 Billion0.13% of portfolio
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Betterment LLC New York, NY11.5MShares$1.49 Billion3.34% of portfolio
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Wealthfront Advisers LLC11MShares$1.42 Billion3.84% of portfolio
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Morgan Stanley New York, NY10.3MShares$1.33 Billion0.09% of portfolio