Michael A. Dubis Financial Planning, LLC Ishares Core S&P Total U.S. St Transaction History
Michael A. Dubis Financial Planning, LLC
- $103 Million
- Q4 2024
A detailed history of Michael A. Dubis Financial Planning, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Michael A. Dubis Financial Planning, LLC holds 13,939 shares of ITOT stock, worth $1.85 Million. This represents 1.73% of its overall portfolio holdings.
Number of Shares
13,939Holding current value
$1.85 Million% of portfolio
1.73%Shares
1 transactions
Others Institutions Holding ITOT
# of Institutions
1,486Shares Held
300MCall Options Held
58.9KPut Options Held
20K-
Wells Fargo & Company San Francisco, CA55.1MShares$7.3 Billion1.59% of portfolio
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Black Rock Inc. New York, NY48.8MShares$6.46 Billion0.13% of portfolio
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Betterment LLC New York, NY12.1MShares$1.61 Billion3.66% of portfolio
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Morgan Stanley New York, NY10.5MShares$1.39 Billion0.1% of portfolio
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Alliancebernstein L.P. New York, NY9.02MShares$1.2 Billion0.41% of portfolio