Grand Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History
Grand Wealth Management, LLC
- $171 Million
- Q3 2024
A detailed history of Grand Wealth Management, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Grand Wealth Management, LLC holds 52,040 shares of ITOT stock, worth $6.86 Million. This represents 3.83% of its overall portfolio holdings.
Number of Shares
52,040
Previous 56,324
7.61%
Holding current value
$6.86 Million
Previous $6.69 Million
2.29%
% of portfolio
3.83%
Previous 4.08%
Shares
10 transactions
Others Institutions Holding ITOT
# of Institutions
1,379Shares Held
303MCall Options Held
58.9KPut Options Held
20K-
Wells Fargo & Company San Francisco, CA55.1MShares$7.26 Billion1.59% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.43 Billion0.13% of portfolio
-
Betterment LLC New York, NY12.1MShares$1.6 Billion3.66% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.38 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY8.92MShares$1.18 Billion0.39% of portfolio