Capstone Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History
Capstone Wealth Management, LLC
- $130 Billion
- Q3 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 2,829 shares of ITOT stock, worth $414,024. This represents 0.32% of its overall portfolio holdings.
Number of Shares
2,829
Previous 3,039
6.91%
Holding current value
$414,024
Previous $410 Million
0.4%
% of portfolio
0.32%
Previous 0.36%
Shares
4 transactions
Others Institutions Holding ITOT
# of Institutions
1,703Shares Held
334MCall 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