Goal Vest Advisory LLC Ishares Core S&P Total U.S. St Transaction History
Goal Vest Advisory LLC
- $352 Million
- Q4 2024
A detailed history of Goal Vest Advisory LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Goal Vest Advisory LLC holds 530 shares of ITOT stock, worth $70,484. This represents 0.02% of its overall portfolio holdings.
Number of Shares
530
Previous 610
13.11%
Holding current value
$70,484
Previous $76,000
10.53%
% of portfolio
0.02%
Previous 0.02%
Shares
11 transactions
Others Institutions Holding ITOT
# of Institutions
1,482Shares Held
323MCall Options Held
58.9KPut Options Held
20K-
Wells Fargo & Company San Francisco, CA55.1MShares$7.33 Billion1.59% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.48 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, NY9.02MShares$1.2 Billion0.41% of portfolio