Forth Right Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History
Forth Right Wealth Management, LLC
- $288 Million
- Q4 2024
A detailed history of Forth Right Wealth Management, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Forth Right Wealth Management, LLC holds 5,200 shares of ITOT stock, worth $672,204. This represents 0.23% of its overall portfolio holdings.
Number of Shares
5,200
Previous 5,858
11.23%
Holding current value
$672,204
Previous $735,000
9.12%
% of portfolio
0.23%
Previous 0.25%
Shares
18 transactions
Others Institutions Holding ITOT
# of Institutions
1,536Shares Held
304MCall Options Held
53KPut Options Held
29.4K-
Wells Fargo & Company San Francisco, CA55.3MShares$7.15 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.3 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.8MShares$1.53 Billion3.65% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.36 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY9.02MShares$1.17 Billion0.41% of portfolio