Regent Peak Wealth Advisors LLC Ishares Core S&P Total U.S. St Transaction History
Regent Peak Wealth Advisors LLC
- $428 Million
- Q1 2025
A detailed history of Regent Peak Wealth Advisors LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 96,312 shares of ITOT stock, worth $11.6 Million. This represents 2.73% of its overall portfolio holdings.
Number of Shares
96,312
Previous 100,462
4.13%
Holding current value
$11.6 Million
Previous $12.9 Million
9.52%
% of portfolio
2.73%
Previous 2.88%
Shares
22 transactions
Others Institutions Holding ITOT
# of Institutions
1,571Shares Held
313MCall 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
-
Morgan Stanley New York, NY10.5MShares$1.27 Billion0.1% of portfolio
-
Wealthfront Advisers LLC9.75MShares$1.18 Billion3.69% of portfolio