Fsm Wealth Advisors, LLC Ishares Core S&P Total U.S. St Transaction History
Fsm Wealth Advisors, LLC
- $405 Million
- Q4 2024
A detailed history of Fsm Wealth Advisors, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 4,597 shares of ITOT stock, worth $537,894. This represents 0.15% of its overall portfolio holdings.
Number of Shares
4,597
Previous 1,823
152.17%
Holding current value
$537,894
Previous $229,000
158.08%
% of portfolio
0.15%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding ITOT
# of Institutions
1,557Shares Held
313MCall Options Held
53KPut Options Held
29.4K-
Wells Fargo & Company San Francisco, CA55.3MShares$6.47 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$5.71 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.8MShares$1.38 Billion3.65% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.23 Billion0.1% of portfolio
-
Wealthfront Advisers LLC9.75MShares$1.14 Billion3.69% of portfolio