Luminvest Wealth Management LLC Ishares Core S&P Total U.S. St Transaction History
Luminvest Wealth Management LLC
- $279 Billion
- Q2 2025
A detailed history of Luminvest Wealth Management LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Luminvest Wealth Management LLC holds 25,309 shares of ITOT stock, worth $3.52 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
25,309Holding current value
$3.52 Million% of portfolio
1.23%Shares
1 transactions
Others Institutions Holding ITOT
# of Institutions
1,615Shares Held
320MCall Options Held
67.9KPut Options Held
29K-
Wells Fargo & Company San Francisco, CA58.6MShares$8.15 Billion1.67% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.78 Billion0.13% of portfolio
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Betterment LLC New York, NY11.5MShares$1.6 Billion3.34% of portfolio
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Wealthfront Advisers LLC10.6MShares$1.47 Billion3.74% of portfolio
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Morgan Stanley New York, NY10.3MShares$1.43 Billion0.09% of portfolio