Opal Wealth Advisors, LLC Ishares Core S&P Total U.S. St Transaction History
Opal Wealth Advisors, LLC
- $348 Million
- Q2 2025
A detailed history of Opal Wealth Advisors, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 816 shares of ITOT stock, worth $119,397. This represents 0.03% of its overall portfolio holdings.
Number of Shares
816
Previous 815
0.12%
Holding current value
$119,397
Previous $99,000
11.11%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding ITOT
# of Institutions
1,637Shares Held
325MCall Options Held
69.1KPut Options Held
33.4K-
Wells Fargo & Company San Francisco, CA59.3MShares$8.67 Billion1.71% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$7.13 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.3MShares$1.65 Billion3.24% of portfolio
-
Wealthfront Advisers LLC10.6MShares$1.55 Billion3.74% of portfolio
-
Morgan Stanley New York, NY10.4MShares$1.53 Billion0.09% of portfolio