Bordeaux Wealth Advisors LLC Ishares Core S&P Total U.S. St Transaction History
Bordeaux Wealth Advisors LLC
- $302 Million
- Q1 2024
A detailed history of Bordeaux Wealth Advisors LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 31,674 shares of ITOT stock, worth $3.8 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
31,674
Previous 31,674
-0.0%
Holding current value
$3.8 Million
Previous $3.33 Million
9.57%
% of portfolio
1.21%
Previous 1.13%
Shares
3 transactions
Others Institutions Holding ITOT
# of Institutions
1,302Shares Held
293MCall Options Held
524KPut Options Held
45.1K-
Wells Fargo & Company San Francisco, CA48.6MShares$5.83 Billion1.37% of portfolio
-
Black Rock Inc. New York, NY43.5MShares$5.22 Billion0.12% of portfolio
-
Betterment LLC New York, NY12.7MShares$1.52 Billion3.94% of portfolio
-
Morgan Stanley New York, NY10.6MShares$1.28 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY8.91MShares$1.07 Billion0.37% of portfolio