Delap Wealth Advisory, LLC Ishares Core S&P Total U.S. St Transaction History
Delap Wealth Advisory, LLC
- $158 Billion
- Q3 2024
A detailed history of Delap Wealth Advisory, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 179,063 shares of ITOT stock, worth $23.2 Million. This represents 14.22% of its overall portfolio holdings.
Number of Shares
179,063
Previous 154,284
16.06%
Holding current value
$23.2 Million
Previous $18.3 Billion
22.74%
% of portfolio
14.22%
Previous 8.43%
Shares
8 transactions
Others Institutions Holding ITOT
# of Institutions
1,379Shares Held
303MCall Options Held
58.9KPut Options Held
20K-
Wells Fargo & Company San Francisco, CA55.1MShares$7.15 Billion1.59% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.33 Billion0.13% of portfolio
-
Betterment LLC New York, NY12.1MShares$1.57 Billion3.66% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.36 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY8.92MShares$1.16 Billion0.39% of portfolio