Modern Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History
Modern Wealth Management, LLC
- $1.37 Trillion
- Q2 2024
A detailed history of Modern Wealth Management, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Modern Wealth Management, LLC holds 28,241 shares of ITOT stock, worth $3.54 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
28,241Holding current value
$3.54 Million% of portfolio
0.25%Shares
1 transactions
Others Institutions Holding ITOT
# of Institutions
1,360Shares Held
302MCall Options Held
97.2KPut Options Held
16.1K-
Black Rock Inc. New York, NY48.8MShares$6.11 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA48MShares$6.02 Billion1.4% of portfolio
-
Betterment LLC New York, NY12.4MShares$1.55 Billion3.81% of portfolio
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Morgan Stanley New York, NY10.6MShares$1.33 Billion0.1% of portfolio
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Alliancebernstein L.P. New York, NY8.84MShares$1.11 Billion0.38% of portfolio