Big Sur Wealth Management LLC Ishares Tr Transaction History
Big Sur Wealth Management LLC
- $356 Million
- Q1 2025
A detailed history of Big Sur Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 28,753 shares of ITA stock, worth $4.45 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
28,753
Previous 28,895
0.49%
Holding current value
$4.45 Million
Previous $4.2 Million
4.83%
% of portfolio
1.24%
Previous 1.23%
Shares
23 transactions
Others Institutions Holding ITA
# of Institutions
757Shares Held
21MCall Options Held
704KPut Options Held
446K-
Bank Of America Corp Charlotte, NC4.1MShares$634 Million0.05% of portfolio
-
Morgan Stanley New York, NY1.91MShares$296 Million0.02% of portfolio
-
Leigh Baldwin & Co., LLC Cazenovia, NY1.32MShares$204 Million1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.11MShares$172 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA827KShares$128 Million0.03% of portfolio