Curated Wealth Partners LLC Ishares Core S&P Total U.S. St Transaction History
Curated Wealth Partners LLC
- $757 Million
- Q1 2025
A detailed history of Curated Wealth Partners LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Curated Wealth Partners LLC holds 9,301 shares of ITOT stock, worth $1.09 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
9,301
Previous 9,301
-0.0%
Holding current value
$1.09 Million
Previous $1.2 Million
5.6%
% of portfolio
0.15%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding ITOT
# of Institutions
1,562Shares Held
313MCall Options Held
53KPut Options Held
29.4K-
Wells Fargo & Company San Francisco, CA55.3MShares$6.47 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$5.71 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.8MShares$1.38 Billion3.65% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.23 Billion0.1% of portfolio
-
Wealthfront Advisers LLC9.75MShares$1.14 Billion3.69% of portfolio