Poinciana Advisors Group, LLC Ishares Core S&P Total U.S. St Transaction History
Poinciana Advisors Group, LLC
- $96.5 Billion
- Q1 2025
A detailed history of Poinciana Advisors Group, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Poinciana Advisors Group, LLC holds 2,979 shares of ITOT stock, worth $360,429. This represents 0.38% of its overall portfolio holdings.
Number of Shares
2,979
Previous 2,977
0.07%
Holding current value
$360,429
Previous $383 Million
5.06%
% of portfolio
0.38%
Previous 0.39%
Shares
2 transactions
Others Institutions Holding ITOT
# of Institutions
1,579Shares Held
315MCall Options Held
53KPut Options Held
29.4K-
Wells Fargo & Company San Francisco, CA55.3MShares$6.69 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$5.9 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.8MShares$1.43 Billion3.65% of portfolio
-
Wealthfront Advisers LLC11MShares$1.33 Billion3.84% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.27 Billion0.1% of portfolio