Pb Mares Wealth Management LLC Ishares Core S&P Total U.S. St Transaction History
Pb Mares Wealth Management LLC
- $483 Million
- Q4 2024
A detailed history of Pb Mares Wealth Management LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 7,629 shares of ITOT stock, worth $926,084. This represents 0.2% of its overall portfolio holdings.
Number of Shares
7,629
Previous 7,504
1.67%
Holding current value
$926,084
Previous $942,000
4.14%
% of portfolio
0.2%
Previous 0.2%
Shares
20 transactions
Others Institutions Holding ITOT
# of Institutions
1,543Shares Held
303MCall 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