Oakwell Private Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History
Oakwell Private Wealth Management, LLC
- $354 Million
- Q2 2024
A detailed history of Oakwell Private Wealth Management, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 132,308 shares of ITOT stock, worth $16.5 Million. This represents 4.44% of its overall portfolio holdings.
Number of Shares
132,308
Previous 133,275
0.73%
Holding current value
$16.5 Million
Previous $15.4 Million
2.27%
% of portfolio
4.44%
Previous 4.67%
Shares
15 transactions
Others Institutions Holding ITOT
# of Institutions
1,338Shares Held
302MCall Options Held
97.2KPut Options Held
16.1K-
Black Rock Inc. New York, NY48.8MShares$6.1 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA48MShares$6.01 Billion1.4% of portfolio
-
Betterment LLC New York, NY12.4MShares$1.55 Billion3.81% of portfolio
-
Morgan Stanley New York, NY10.6MShares$1.32 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY8.84MShares$1.11 Billion0.38% of portfolio