Crestmont Private Wealth LLC Ishares Core S&P Total U.S. St Transaction History
Crestmont Private Wealth LLC
- $231 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding ITOT
# of Institutions
1,615Shares Held
320MCall 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
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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