Endowment Wealth Management, Inc. Ishares Core S&P Total U.S. St Transaction History
Endowment Wealth Management, Inc.
- $133 Million
- Q4 2024
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 53,741 shares of ITOT stock, worth $6.52 Million. This represents 5.19% of its overall portfolio holdings.
Number of Shares
53,741
Previous 50,028
7.42%
Holding current value
$6.52 Million
Previous $6.28 Million
9.99%
% of portfolio
5.19%
Previous 4.58%
Shares
13 transactions
Others Institutions Holding ITOT
# of Institutions
1,547Shares Held
313MCall Options Held
53KPut Options Held
29.4K-
Wells Fargo & Company San Francisco, CA55.3MShares$6.71 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$5.92 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.8MShares$1.43 Billion3.65% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.28 Billion0.1% of portfolio
-
Wealthfront Advisers LLC9.75MShares$1.18 Billion3.69% of portfolio