Elwood & Goetz Wealth Advisory Group, LLC Ishares Core S&P Total U.S. St Transaction History
Elwood & Goetz Wealth Advisory Group, LLC
- $402 Million
- Q3 2024
A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 4,070 shares of ITOT stock, worth $526,617. This represents 0.13% of its overall portfolio holdings.
Number of Shares
4,070
Previous 4,065
0.12%
Holding current value
$526,617
Previous $482,000
6.02%
% of portfolio
0.13%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding ITOT
# of Institutions
1,381Shares Held
303MCall Options Held
58.9KPut Options Held
20K-
Wells Fargo & Company San Francisco, CA55.1MShares$7.13 Billion1.59% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.31 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$1.15 Billion0.39% of portfolio