Principia Wealth Advisory, LLC Ishares Core S&P Total U.S. St Transaction History
Principia Wealth Advisory, LLC
- $104 Billion
- Q1 2025
A detailed history of Principia Wealth Advisory, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 2,610 shares of ITOT stock, worth $316,827. This represents 0.3% of its overall portfolio holdings.
Number of Shares
2,610
Previous 2,610
-0.0%
Holding current value
$316,827
Previous $336 Million
7.86%
% of portfolio
0.3%
Previous 0.32%
Shares
1 transactions
Others Institutions Holding ITOT
# of Institutions
1,552Shares Held
313MCall 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