Defined Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History
Defined Wealth Management, LLC
- $140 Million
- Q2 2024
A detailed history of Defined Wealth Management, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Defined Wealth Management, LLC holds 1,817 shares of ITOT stock, worth $227,215. This represents 0.15% of its overall portfolio holdings.
Number of Shares
1,817
Previous 1,817
-0.0%
Holding current value
$227,215
Previous $209,000
2.87%
% of portfolio
0.15%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding ITOT
# of Institutions
1,337Shares Held
302MCall Options Held
97.2KPut Options Held
16.1K-
Black Rock Inc. New York, NY48.8MShares$6.1 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA48MShares$6.01 Billion1.4% of portfolio
-
Betterment LLC New York, NY12.4MShares$1.55 Billion3.81% of portfolio
-
Morgan Stanley New York, NY10.6MShares$1.32 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY8.84MShares$1.11 Billion0.38% of portfolio