One Wealth Advisors, LLC Ishares Core S&P Total U.S. St Transaction History
One Wealth Advisors, LLC
- $662 Million
- Q4 2024
A detailed history of One Wealth Advisors, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, One Wealth Advisors, LLC holds 5,195 shares of ITOT stock, worth $630,621. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,195
Previous 5,306
2.09%
Holding current value
$630,621
Previous $666,000
0.3%
% of portfolio
0.1%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding ITOT
# of Institutions
1,545Shares Held
313MCall Options Held
53KPut Options Held
29.4K-
Wells Fargo & Company San Francisco, CA55.3MShares$6.71 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$5.92 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.8MShares$1.43 Billion3.65% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.28 Billion0.1% of portfolio
-
Wealthfront Advisers LLC9.75MShares$1.18 Billion3.69% of portfolio