Fonville Wealth Management LLC Ishares Core S&P Total U.S. St Transaction History
Fonville Wealth Management LLC
- $289 Billion
- Q3 2024
A detailed history of Fonville Wealth Management LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Fonville Wealth Management LLC holds 38,200 shares of ITOT stock, worth $5.06 Million. This represents 1.66% of its overall portfolio holdings.
Number of Shares
38,200
Previous 38,200
-0.0%
Holding current value
$5.06 Million
Previous $4.54 Billion
5.76%
% of portfolio
1.66%
Previous 1.8%
Shares
3 transactions
Others Institutions Holding ITOT
# of Institutions
1,378Shares Held
303MCall Options Held
58.9KPut Options Held
20K-
Wells Fargo & Company San Francisco, CA55.1MShares$7.29 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