Avid Wealth Partners LLC Ishares Core S&P Total U.S. St Transaction History
Avid Wealth Partners LLC
- $141 Billion
- Q4 2024
A detailed history of Avid Wealth Partners LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Avid Wealth Partners LLC holds 2,423 shares of ITOT stock, worth $283,515. This represents 0.22% of its overall portfolio holdings.
Number of Shares
2,423
Previous 2,436
0.53%
Holding current value
$283,515
Previous $306 Million
1.84%
% of portfolio
0.22%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding ITOT
# of Institutions
1,560Shares Held
313MCall Options Held
53KPut Options Held
29.4K-
Wells Fargo & Company San Francisco, CA55.3MShares$6.47 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$5.71 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.8MShares$1.38 Billion3.65% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.23 Billion0.1% of portfolio
-
Wealthfront Advisers LLC9.75MShares$1.14 Billion3.69% of portfolio