Curated Wealth Partners LLC Ishares Core S&P Total U.S. St Transaction History
Curated Wealth Partners LLC
- $830 Million
- Q2 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 $1.29 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
9,301
Previous 9,301
-0.0%
Holding current value
$1.29 Million
Previous $1.13 Million
11.25%
% of portfolio
0.15%
Previous 0.15%
Shares
1 transactions
Others Institutions Holding ITOT
# of Institutions
1,614Shares Held
321MCall Options Held
67.9KPut Options Held
29K-
Wells Fargo & Company San Francisco, CA58.6MShares$8.1 Billion1.67% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.74 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.5MShares$1.59 Billion3.34% of portfolio
-
Wealthfront Advisers LLC10.6MShares$1.46 Billion3.74% of portfolio
-
Morgan Stanley New York, NY10.3MShares$1.42 Billion0.09% of portfolio