Brady Martz Wealth Solutions, LLC Ishares Core S&P Total U.S. St Transaction History
Brady Martz Wealth Solutions, LLC
- $517 Billion
- Q2 2025
A detailed history of Brady Martz Wealth Solutions, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Brady Martz Wealth Solutions, LLC holds 350,866 shares of ITOT stock, worth $48.5 Million. This represents 9.17% of its overall portfolio holdings.
Number of Shares
350,866
Previous 202,410
73.34%
Holding current value
$48.5 Million
Previous $24.7 Billion
91.86%
% of portfolio
9.17%
Previous 5.59%
Shares
3 transactions
Others Institutions Holding ITOT
# of Institutions
1,614Shares Held
321MCall Options Held
67.9KPut Options Held
29K-
Wells Fargo & Company San Francisco, CA58.6MShares$8.1 Billion1.67% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.74 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.5MShares$1.59 Billion3.34% of portfolio
-
Wealthfront Advisers LLC10.6MShares$1.46 Billion3.74% of portfolio
-
Morgan Stanley New York, NY10.3MShares$1.42 Billion0.09% of portfolio