Brass Tax Wealth Management, Inc Ishares Core S&P Total U.S. St Transaction History
Brass Tax Wealth Management, Inc
- $476 Billion
- Q1 2025
A detailed history of Brass Tax Wealth Management, Inc transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 4,200 shares of ITOT stock, worth $547,218. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,200
Previous 4,200
-0.0%
Holding current value
$547,218
Previous $540 Million
5.14%
% of portfolio
0.11%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding ITOT
# of Institutions
1,576Shares Held
320MCall Options Held
67.9KPut Options Held
29K-
Wells Fargo & Company San Francisco, CA58.6MShares$7.63 Billion1.67% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.35 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.5MShares$1.5 Billion3.34% of portfolio
-
Wealthfront Advisers LLC11MShares$1.43 Billion3.84% of portfolio
-
Morgan Stanley New York, NY10.3MShares$1.34 Billion0.09% of portfolio