Bdo Wealth Advisors, LLC Ishares Core S&P Total U.S. St Transaction History
Bdo Wealth Advisors, LLC
- $867 Million
- Q2 2023
A detailed history of Bdo Wealth Advisors, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 85,907 shares of ITOT stock, worth $11.4 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
85,907
Previous 85,483
0.5%
Holding current value
$11.4 Million
Previous $7.74 Million
8.59%
% of portfolio
0.97%
Previous 0.95%
Shares
22 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
-
Life Planning Partners, Inc24MShares$3.18 Billion22.76% of portfolio
-
Betterment LLC New York, NY12.1MShares$1.61 Billion3.66% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.39 Billion0.1% of portfolio