Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares Core S&P Total U.S. St Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $3.55 Billion
- Q3 2024
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 4,138 shares of ITOT stock, worth $544,147. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,138
Previous 3,330
24.26%
Holding current value
$544,147
Previous $395,000
31.39%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding ITOT
# of Institutions
1,377Shares Held
303MCall Options Held
58.9KPut Options Held
20K-
Wells Fargo & Company San Francisco, CA55.1MShares$7.24 Billion1.59% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.41 Billion0.13% of portfolio
-
Betterment LLC New York, NY12.1MShares$1.59 Billion3.66% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.38 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY8.92MShares$1.17 Billion0.39% of portfolio