Cascade Financial Partners, LLC Ishares Core S&P Total U.S. St Transaction History
Cascade Financial Partners, LLC
- $767 Billion
- Q4 2024
A detailed history of Cascade Financial Partners, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 19,459 shares of ITOT stock, worth $2.4 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
19,459
Previous 18,802
3.49%
Holding current value
$2.4 Million
Previous $2.4 Billion
4.28%
% of portfolio
0.33%
Previous 0.3%
Shares
4 transactions
Others Institutions Holding ITOT
# of Institutions
1,541Shares Held
303MCall Options Held
53KPut Options Held
29.4K-
Wells Fargo & Company San Francisco, CA55.3MShares$6.82 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.01 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.8MShares$1.46 Billion3.65% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.3 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY9.02MShares$1.11 Billion0.41% of portfolio