Level Financial Advisors, Inc. Ishares Core S&P Total U.S. St Transaction History
Level Financial Advisors, Inc.
- $243 Million
- Q3 2024
A detailed history of Level Financial Advisors, Inc. transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 2,733 shares of ITOT stock, worth $359,389. This represents 0.14% of its overall portfolio holdings.
Number of Shares
2,733
Previous 2,733
-0.0%
Holding current value
$359,389
Previous $324,000
5.86%
% of portfolio
0.14%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding ITOT
# of Institutions
1,377Shares Held
303MCall Options Held
58.9KPut Options Held
20K-
Wells Fargo & Company San Francisco, CA55.1MShares$7.24 Billion1.59% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.41 Billion0.13% of portfolio
-
Betterment LLC New York, NY12.1MShares$1.59 Billion3.66% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.38 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY8.92MShares$1.17 Billion0.39% of portfolio