Delap Wealth Advisory, LLC Ishares Core S&P Total U.S. St Transaction History
Delap Wealth Advisory, LLC
- $179 Billion
- Q1 2025
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 169,038 shares of ITOT stock, worth $21.9 Million. This represents 11.5% of its overall portfolio holdings.
Number of Shares
169,038
Previous 178,899
5.51%
Holding current value
$21.9 Million
Previous $23 Billion
10.37%
% of portfolio
11.5%
Previous 13.75%
Shares
10 transactions
Others Institutions Holding ITOT
# of Institutions
1,577Shares Held
320MCall Options Held
67.9KPut Options Held
29K-
Wells Fargo & Company San Francisco, CA58.6MShares$7.61 Billion1.67% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.33 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.5MShares$1.5 Billion3.34% of portfolio
-
Wealthfront Advisers LLC11MShares$1.43 Billion3.84% of portfolio
-
Morgan Stanley New York, NY10.3MShares$1.34 Billion0.09% of portfolio