Octavia Wealth Advisors, LLC Ishares Core S&P Total U.S. St Transaction History
Octavia Wealth Advisors, LLC
- $990 Million
- Q3 2025
A detailed history of Octavia Wealth Advisors, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 1,615 shares of ITOT stock, worth $240,635. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,615Holding current value
$240,635% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding ITOT
# of Institutions
1,697Shares Held
331MCall Options Held
69.1KPut Options Held
33.4K-
Wells Fargo & Company San Francisco, CA63.2MShares$9.42 Billion1.81% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$7.27 Billion0.13% of portfolio
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Betterment LLC New York, NY10.9MShares$1.63 Billion3.15% of portfolio
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Wealthfront Advisers LLC10.6MShares$1.57 Billion3.7% of portfolio
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Morgan Stanley New York, NY10.4MShares$1.55 Billion0.09% of portfolio