Ridgecrest Wealth Partners, LLC Ishares Core S&P Total U.S. St Transaction History
Ridgecrest Wealth Partners, LLC
- $167 Million
- Q1 2024
A detailed history of Ridgecrest Wealth Partners, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Ridgecrest Wealth Partners, LLC holds 55,267 shares of ITOT stock, worth $6.75 Million. This represents 3.81% of its overall portfolio holdings.
Number of Shares
55,267
Previous 57,211
3.4%
Holding current value
$6.75 Million
Previous $6.02 Million
5.85%
% of portfolio
3.81%
Previous 3.99%
Shares
13 transactions
Others Institutions Holding ITOT
# of Institutions
1,306Shares Held
293MCall Options Held
524KPut Options Held
45.1K-
Wells Fargo & Company San Francisco, CA48.6MShares$5.93 Billion1.37% of portfolio
-
Black Rock Inc. New York, NY43.5MShares$5.31 Billion0.12% of portfolio
-
Betterment LLC New York, NY12.7MShares$1.55 Billion3.94% of portfolio
-
Morgan Stanley New York, NY10.6MShares$1.3 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY8.91MShares$1.09 Billion0.37% of portfolio