Endowment Wealth Management, Inc. Ishares Core S&P Total U.S. St Transaction History
Endowment Wealth Management, Inc.
- $137 Million
- Q3 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 50,028 shares of ITOT stock, worth $6.63 Million. This represents 4.58% of its overall portfolio holdings.
Number of Shares
50,028
Previous 49,926
0.2%
Holding current value
$6.63 Million
Previous $5.93 Million
5.97%
% of portfolio
4.58%
Previous 4.76%
Shares
12 transactions
Others Institutions Holding ITOT
# of Institutions
1,379Shares Held
303MCall Options Held
58.9KPut Options Held
20K-
Wells Fargo & Company San Francisco, CA55.1MShares$7.3 Billion1.59% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.46 Billion0.13% of portfolio
-
Betterment LLC New York, NY12.1MShares$1.61 Billion3.66% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.39 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY8.92MShares$1.18 Billion0.39% of portfolio