San Luis Wealth Advisors LLC Ishares Core S&P Total U.S. St Transaction History
San Luis Wealth Advisors LLC
- $528 Million
- Q4 2024
A detailed history of San Luis Wealth Advisors LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 11,155 shares of ITOT stock, worth $1.45 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
11,155
Previous 11,290
1.2%
Holding current value
$1.45 Million
Previous $1.42 Million
1.2%
% of portfolio
0.27%
Previous 0.29%
Shares
10 transactions
Others Institutions Holding ITOT
# of Institutions
1,391Shares Held
303MCall Options Held
58.9KPut Options Held
20K-
Wells Fargo & Company San Francisco, CA55.1MShares$7.17 Billion1.59% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.35 Billion0.13% of portfolio
-
Betterment LLC New York, NY12.1MShares$1.58 Billion3.66% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.37 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY8.92MShares$1.16 Billion0.39% of portfolio