Endowment Wealth Management, Inc. Ishares Core S&P Total U.S. St Transaction History
Endowment Wealth Management, Inc.
- $159 Million
- Q2 2025
A detailed history of Endowment Wealth Management, Inc. transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 53,048 shares of ITOT stock, worth $7.37 Million. This represents 4.5% of its overall portfolio holdings.
Number of Shares
53,048
Previous 53,563
0.96%
Holding current value
$7.37 Million
Previous $6.54 Million
9.61%
% of portfolio
4.5%
Previous 4.66%
Shares
15 transactions
Others Institutions Holding ITOT
# of Institutions
1,615Shares Held
320MCall Options Held
67.9KPut Options Held
29K-
Wells Fargo & Company San Francisco, CA58.6MShares$8.15 Billion1.67% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.78 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.5MShares$1.6 Billion3.34% of portfolio
-
Wealthfront Advisers LLC10.6MShares$1.47 Billion3.74% of portfolio
-
Morgan Stanley New York, NY10.3MShares$1.43 Billion0.09% of portfolio