Oakwell Private Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History
Oakwell Private Wealth Management, LLC
- $357 Million
- Q4 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 126,645 shares of ITOT stock, worth $16.1 Million. This represents 4.57% of its overall portfolio holdings.
Number of Shares
126,645
Previous 127,204
0.44%
Holding current value
$16.1 Million
Previous $16 Million
1.94%
% of portfolio
4.57%
Previous 4.6%
Shares
17 transactions
Others Institutions Holding ITOT
# of Institutions
1,538Shares Held
303MCall Options Held
53KPut Options Held
29.4K-
Wells Fargo & Company San Francisco, CA55.3MShares$7.05 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.22 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.8MShares$1.5 Billion3.65% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.34 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY9.02MShares$1.15 Billion0.41% of portfolio