Centricity Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History
Centricity Wealth Management, LLC
- $110 Billion
- Q1 2025
A detailed history of Centricity Wealth Management, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 6,202 shares of ITOT stock, worth $750,069. This represents 0.69% of its overall portfolio holdings.
Number of Shares
6,202
Previous 6,202
-0.0%
Holding current value
$750,069
Previous $798 Million
5.14%
% of portfolio
0.69%
Previous 0.74%
Shares
1 transactions
Others Institutions Holding ITOT
# of Institutions
1,571Shares Held
313MCall Options Held
53KPut Options Held
29.4K-
Wells Fargo & Company San Francisco, CA55.3MShares$6.69 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$5.9 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.8MShares$1.43 Billion3.65% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.27 Billion0.1% of portfolio
-
Wealthfront Advisers LLC9.75MShares$1.18 Billion3.69% of portfolio