Kaufman Rossin Wealth, LLC Ishares Core S&P Total U.S. St Transaction History
Kaufman Rossin Wealth, LLC
- $97.2 Billion
- Q4 2024
A detailed history of Kaufman Rossin Wealth, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Kaufman Rossin Wealth, LLC holds 99,068 shares of ITOT stock, worth $13.2 Million. This represents 13.11% of its overall portfolio holdings.
Number of Shares
99,068Holding current value
$13.2 Million% of portfolio
13.11%Shares
1 transactions
Others Institutions Holding ITOT
# of Institutions
1,405Shares Held
302MCall Options Held
58.9KPut Options Held
20K-
Wells Fargo & Company San Francisco, CA55.1MShares$7.35 Billion1.59% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.51 Billion0.13% of portfolio
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Betterment LLC New York, NY12.1MShares$1.62 Billion3.66% of portfolio
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Morgan Stanley New York, NY10.5MShares$1.4 Billion0.1% of portfolio
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Alliancebernstein L.P. New York, NY8.92MShares$1.19 Billion0.39% of portfolio