Financial Symmetry Inc Ishares Core S&P Total U.S. St Transaction History
Financial Symmetry Inc
- $194 Billion
- Q2 2025
A detailed history of Financial Symmetry Inc transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Financial Symmetry Inc holds 2,134 shares of ITOT stock, worth $312,310. This represents 0.15% of its overall portfolio holdings.
Number of Shares
2,134
Previous 2,134
-0.0%
Holding current value
$312,310
Previous $260 Million
10.68%
% of portfolio
0.15%
Previous 0.16%
Shares
1 transactions
Others Institutions Holding ITOT
# of Institutions
1,705Shares Held
334MCall Options Held
61.7KPut Options Held
36K-
Wells Fargo & Company San Francisco, CA63.2MShares$9.25 Billion1.81% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$7.14 Billion0.13% of portfolio
-
Betterment LLC New York, NY10.9MShares$1.6 Billion3.15% of portfolio
-
Morgan Stanley New York, NY10.7MShares$1.57 Billion0.1% of portfolio
-
Wealthfront Advisers LLC10.6MShares$1.54 Billion3.7% of portfolio