Capstone Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History
Capstone Wealth Management, LLC
- $100 Billion
- Q1 2025
A detailed history of Capstone Wealth Management, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Capstone Wealth Management, LLC holds 7,138 shares of ITOT stock, worth $926,726. This represents 0.87% of its overall portfolio holdings.
Number of Shares
7,138
Previous 7,135
0.04%
Holding current value
$926,726
Previous $918 Million
5.1%
% of portfolio
0.87%
Previous 0.9%
Shares
2 transactions
Others Institutions Holding ITOT
# of Institutions
1,577Shares Held
320MCall Options Held
67.9KPut Options Held
29K-
Wells Fargo & Company San Francisco, CA58.6MShares$7.61 Billion1.67% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.33 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