Forte Asset Management LLC Ishares Core S&P Total U.S. St Transaction History
Forte Asset Management LLC
- $184 Million
- Q4 2024
A detailed history of Forte Asset Management LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Forte Asset Management LLC holds 27,347 shares of ITOT stock, worth $3.37 Million. This represents 1.91% of its overall portfolio holdings.
Number of Shares
27,347
Previous 27,452
0.38%
Holding current value
$3.37 Million
Previous $3.45 Million
2.0%
% of portfolio
1.91%
Previous 1.87%
Shares
11 transactions
Others Institutions Holding ITOT
# of Institutions
1,541Shares Held
303MCall Options Held
53KPut Options Held
29.4K-
Wells Fargo & Company San Francisco, CA55.3MShares$6.82 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.01 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.8MShares$1.46 Billion3.65% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.3 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY9.02MShares$1.11 Billion0.41% of portfolio