Pasadena Private Wealth, LLC Ishares Core S&P Total U.S. St Transaction History
Pasadena Private Wealth, LLC
- $443 Million
- Q3 2024
A detailed history of Pasadena Private Wealth, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Pasadena Private Wealth, LLC holds 7,736 shares of ITOT stock, worth $1 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
7,736
Previous 7,460
3.7%
Holding current value
$1 Million
Previous $886,000
9.59%
% of portfolio
0.22%
Previous 0.21%
Shares
10 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$7.15 Billion1.59% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.33 Billion0.13% of portfolio
-
Betterment LLC New York, NY12.1MShares$1.57 Billion3.66% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.36 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY8.92MShares$1.16 Billion0.39% of portfolio