Delap Wealth Advisory, LLC Ishares Core S&P Total U.S. St Transaction History
Delap Wealth Advisory, LLC
- $167 Billion
- Q4 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 178,899 shares of ITOT stock, worth $22.8 Million. This represents 13.75% of its overall portfolio holdings.
Number of Shares
178,899
Previous 179,063
0.09%
Holding current value
$22.8 Million
Previous $22.5 Billion
2.29%
% of portfolio
13.75%
Previous 14.22%
Shares
9 transactions
Others Institutions Holding ITOT
# of Institutions
1,538Shares Held
303MCall Options Held
53KPut Options Held
29.4K-
Wells Fargo & Company San Francisco, CA55.3MShares$7.05 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.22 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.8MShares$1.5 Billion3.65% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.34 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY9.02MShares$1.15 Billion0.41% of portfolio