Roger Wittlin Investment Advisory, LLC Ishares Core S&P Total U.S. St Transaction History
Roger Wittlin Investment Advisory, LLC
- $171 Million
- Q3 2024
A detailed history of Roger Wittlin Investment Advisory, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Roger Wittlin Investment Advisory, LLC holds 91,563 shares of ITOT stock, worth $12 Million. This represents 6.72% of its overall portfolio holdings.
Number of Shares
91,563
Previous 90,992
0.63%
Holding current value
$12 Million
Previous $10.8 Million
6.42%
% of portfolio
6.72%
Previous 7.03%
Shares
8 transactions
Others Institutions Holding ITOT
# of Institutions
1,394Shares Held
303MCall Options Held
58.9KPut Options Held
20K-
Wells Fargo & Company San Francisco, CA55.1MShares$7.24 Billion1.59% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.41 Billion0.13% of portfolio
-
Betterment LLC New York, NY12.1MShares$1.59 Billion3.66% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.38 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY8.92MShares$1.17 Billion0.39% of portfolio