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 $445,183. This represents 0.36% of its overall portfolio holdings.
Number of Shares
3,039
Previous 7,138
57.43%
Holding current value
$445,183
Previous $871 Million
52.87%
% of portfolio
0.36%
Previous 0.87%
Shares
3 transactions
Others Institutions Holding ITOT
# of Institutions
1,639Shares Held
325MCall Options Held
69.1KPut Options Held
33.4K-
Wells Fargo & Company San Francisco, CA59.3MShares$8.68 Billion1.71% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$7.14 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.3MShares$1.65 Billion3.24% of portfolio
-
Wealthfront Advisers LLC10.6MShares$1.55 Billion3.74% of portfolio
-
Morgan Stanley New York, NY10.4MShares$1.53 Billion0.09% of portfolio