Org Wealth Partners, LLC Ishares Core S&P Total U.S. St Transaction History
Org Wealth Partners, LLC
- $233 Million
- Q2 2025
A detailed history of Org Wealth Partners, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Org Wealth Partners, LLC holds 301 shares of ITOT stock, worth $44,093. This represents 0.02% of its overall portfolio holdings.
Number of Shares
301
Previous 301
-0.0%
Holding current value
$44,093
Previous $36,000
11.11%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding ITOT
# of Institutions
1,639Shares Held
325MCall Options Held
69.1KPut Options Held
33.4K-
Wells Fargo & Company San Francisco, CA59.3MShares$8.68 Billion1.71% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$7.14 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