Occidental Asset Management, LLC Ishares Core S&P Total U.S. St Transaction History
Occidental Asset Management, LLC
- $616 Million
- Q3 2024
A detailed history of Occidental Asset Management, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Occidental Asset Management, LLC holds 2,320 shares of ITOT stock, worth $298,955. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,320
Previous 2,313
0.3%
Holding current value
$298,955
Previous $274,000
6.2%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding ITOT
# of Institutions
1,379Shares Held
303MCall Options Held
58.9KPut Options Held
20K-
Wells Fargo & Company San Francisco, CA55.1MShares$7.1 Billion1.59% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.28 Billion0.13% of portfolio
-
Betterment LLC New York, NY12.1MShares$1.56 Billion3.66% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.35 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY8.92MShares$1.15 Billion0.39% of portfolio