Briggs Advisory Group, Inc. Ishares Core S&P Total U.S. St Transaction History
Briggs Advisory Group, Inc.
- $174 Million
- Q3 2023
A detailed history of Briggs Advisory Group, Inc. transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Briggs Advisory Group, Inc. holds 276,498 shares of ITOT stock, worth $40.5 Million. This represents 14.94% of its overall portfolio holdings.
Number of Shares
276,498
Previous 265,136
4.29%
Holding current value
$40.5 Million
Previous $25.9 Million
0.4%
% of portfolio
14.94%
Previous 14.52%
Shares
8 transactions
Others Institutions Holding ITOT
# of Institutions
1,701Shares Held
335MCall Options Held
61.7KPut Options Held
36K-
Wells Fargo & Company San Francisco, CA63.2MShares$9.25 Billion1.81% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$7.14 Billion0.13% of portfolio
-
Betterment LLC New York, NY10.9MShares$1.6 Billion3.15% of portfolio
-
Morgan Stanley New York, NY10.7MShares$1.57 Billion0.1% of portfolio
-
Wealthfront Advisers LLC10.6MShares$1.54 Billion3.7% of portfolio