Schrum Private Wealth Management LLC Ishares Core S&P Total U.S. St Transaction History
Schrum Private Wealth Management LLC
- $193 Million
- Q3 2024
A detailed history of Schrum Private Wealth Management LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 17,532 shares of ITOT stock, worth $2.25 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
17,532
Previous 12,422
41.14%
Holding current value
$2.25 Million
Previous $1.48 Million
49.29%
% of portfolio
1.14%
Previous 1.33%
Shares
12 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$7.07 Billion1.59% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.26 Billion0.13% of portfolio
-
Betterment LLC New York, NY12.1MShares$1.56 Billion3.66% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.34 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY8.92MShares$1.14 Billion0.39% of portfolio