Continuum Wealth Advisors, LLC Ishares Core S&P Total U.S. St Transaction History
Continuum Wealth Advisors, LLC
- $158 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding ITOT
# of Institutions
1,377Shares Held
303MCall Options Held
58.9KPut Options Held
20K-
Wells Fargo & Company San Francisco, CA55.1MShares$7.32 Billion1.59% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.48 Billion0.13% of portfolio
-
Betterment LLC New York, NY12.1MShares$1.61 Billion3.66% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.39 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY8.92MShares$1.19 Billion0.39% of portfolio