Bromfield Sneider Wealth Advisors Ishares Core S&P Total U.S. St Transaction History
Bromfield Sneider Wealth Advisors
- $160 Million
- Q1 2024
A detailed history of Bromfield Sneider Wealth Advisors transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Bromfield Sneider Wealth Advisors holds 5,834 shares of ITOT stock, worth $681,469. This represents 0.42% of its overall portfolio holdings.
Number of Shares
5,834
Previous 4,137
41.02%
Holding current value
$681,469
Previous $435,000
54.48%
% of portfolio
0.42%
Previous 0.3%
Shares
8 transactions
Others Institutions Holding ITOT
# of Institutions
1,566Shares Held
313MCall Options Held
53KPut Options Held
29.4K-
Wells Fargo & Company San Francisco, CA55.3MShares$6.46 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$5.7 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.8MShares$1.38 Billion3.65% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.23 Billion0.1% of portfolio
-
Wealthfront Advisers LLC9.75MShares$1.14 Billion3.69% of portfolio