Endowment Wealth Management, Inc. Ishares Core S&P Total U.S. St Transaction History
Endowment Wealth Management, Inc.
- $140 Million
- Q1 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 53,563 shares of ITOT stock, worth $6.98 Million. This represents 4.66% of its overall portfolio holdings.
Number of Shares
53,563
Previous 53,741
0.33%
Holding current value
$6.98 Million
Previous $6.91 Million
5.45%
% of portfolio
4.66%
Previous 5.19%
Shares
14 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$7.63 Billion1.67% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.35 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