Ridgecrest Wealth Partners, LLC Ishares Core S&P Total U.S. St Transaction History
Ridgecrest Wealth Partners, LLC
- $190 Million
- Q3 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 54,312 shares of ITOT stock, worth $7.16 Million. This represents 3.59% of its overall portfolio holdings.
Number of Shares
54,312
Previous 55,251
1.7%
Holding current value
$7.16 Million
Previous $6.56 Million
3.96%
% of portfolio
3.59%
Previous 3.96%
Shares
15 transactions
Others Institutions Holding ITOT
# of Institutions
1,379Shares Held
303MCall Options Held
58.9KPut Options Held
20K-
Wells Fargo & Company San Francisco, CA55.1MShares$7.26 Billion1.59% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.43 Billion0.13% of portfolio
-
Betterment LLC New York, NY12.1MShares$1.6 Billion3.66% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.38 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY8.92MShares$1.18 Billion0.39% of portfolio