Capstone Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History
Capstone Wealth Management, LLC
- $114 Billion
- Q2 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 3,039 shares of ITOT stock, worth $422,481. This represents 0.36% of its overall portfolio holdings.
Number of Shares
3,039
Previous 7,138
57.43%
Holding current value
$422,481
Previous $871 Million
52.87%
% of portfolio
0.36%
Previous 0.87%
Shares
3 transactions
Others Institutions Holding ITOT
# of Institutions
1,616Shares Held
321MCall Options Held
67.9KPut Options Held
29K-
Wells Fargo & Company San Francisco, CA58.6MShares$8.15 Billion1.67% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.78 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.5MShares$1.6 Billion3.34% of portfolio
-
Wealthfront Advisers LLC10.6MShares$1.47 Billion3.74% of portfolio
-
Morgan Stanley New York, NY10.3MShares$1.43 Billion0.09% of portfolio