Level Wealth Management LLC Ishares Core S&P Total U.S. St Transaction History
Level Wealth Management LLC
- $153 Billion
- Q1 2025
A detailed history of Level Wealth Management LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Level Wealth Management LLC holds 5,127 shares of ITOT stock, worth $680,455. This represents 0.41% of its overall portfolio holdings.
Number of Shares
5,127
Previous 5,262
2.57%
Holding current value
$680,455
Previous $677 Million
7.58%
% of portfolio
0.41%
Previous 0.48%
Shares
2 transactions
Others Institutions Holding ITOT
# of Institutions
1,577Shares Held
320MCall Options Held
67.9KPut Options Held
29K-
Wells Fargo & Company San Francisco, CA58.6MShares$7.78 Billion1.67% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.47 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.5MShares$1.53 Billion3.34% of portfolio
-
Wealthfront Advisers LLC11MShares$1.46 Billion3.84% of portfolio
-
Morgan Stanley New York, NY10.3MShares$1.37 Billion0.09% of portfolio