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 $615,814. This represents 0.15% of its overall portfolio holdings.
Number of Shares
4,597
Previous 1,823
152.17%
Holding current value
$615,814
Previous $229,000
158.08%
% of portfolio
0.15%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding ITOT
# of Institutions
1,504Shares Held
301MCall Options Held
58.9KPut Options Held
20K-
Wells Fargo & Company San Francisco, CA55.3MShares$7.41 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.53 Billion0.13% of portfolio
-
Betterment LLC New York, NY12.1MShares$1.62 Billion3.66% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.4 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY9.02MShares$1.21 Billion0.41% of portfolio