Capital Planning Advisors, LLC Ishares Core S&P Total U.S. St Transaction History
Capital Planning Advisors, LLC
- $555 Million
- Q1 2024
A detailed history of Capital Planning Advisors, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 6,327 shares of ITOT stock, worth $764,364. This represents 0.13% of its overall portfolio holdings.
Number of Shares
6,327
Previous 6,327
-0.0%
Holding current value
$764,364
Previous $665,000
9.62%
% of portfolio
0.13%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding ITOT
# of Institutions
1,303Shares Held
293MCall Options Held
524KPut Options Held
45.1K-
Wells Fargo & Company San Francisco, CA48.6MShares$5.87 Billion1.37% of portfolio
-
Black Rock Inc. New York, NY43.5MShares$5.25 Billion0.12% of portfolio
-
Betterment LLC New York, NY12.7MShares$1.53 Billion3.94% of portfolio
-
Morgan Stanley New York, NY10.6MShares$1.28 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY8.91MShares$1.08 Billion0.37% of portfolio