Bernardo Wealth Planning LLC Ishares Core S&P Total U.S. St Transaction History
Bernardo Wealth Planning LLC
- $412 Million
- Q3 2024
A detailed history of Bernardo Wealth Planning LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 114,745 shares of ITOT stock, worth $14.7 Million. This represents 3.55% of its overall portfolio holdings.
Number of Shares
114,745
Previous 32,446
253.65%
Holding current value
$14.7 Million
Previous $3.85 Million
280.3%
% of portfolio
3.55%
Previous 1.04%
Shares
20 transactions
Others Institutions Holding ITOT
# of Institutions
1,352Shares Held
303MCall Options Held
97.2KPut Options Held
16.1K-
Black Rock Inc. New York, NY48.8MShares$6.23 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA48MShares$6.13 Billion1.4% of portfolio
-
Betterment LLC New York, NY12.4MShares$1.58 Billion3.81% of portfolio
-
Morgan Stanley New York, NY10.6MShares$1.35 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY8.84MShares$1.13 Billion0.38% of portfolio