Schrum Private Wealth Management LLC Ishares Core S&P Total U.S. St Transaction History
Schrum Private Wealth Management LLC
- $110 Million
- Q1 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 11,250 shares of ITOT stock, worth $1.34 Million. This represents 1.18% of its overall portfolio holdings.
Number of Shares
11,250
Previous 4,476
151.34%
Holding current value
$1.34 Million
Previous $471,000
175.37%
% of portfolio
1.18%
Previous 0.67%
Shares
10 transactions
Others Institutions Holding ITOT
# of Institutions
1,307Shares Held
292MCall Options Held
524KPut Options Held
45.1K-
Wells Fargo & Company San Francisco, CA48.6MShares$5.77 Billion1.37% of portfolio
-
Black Rock Inc. New York, NY43.5MShares$5.16 Billion0.12% of portfolio
-
Betterment LLC New York, NY12.7MShares$1.51 Billion3.94% of portfolio
-
Morgan Stanley New York, NY10.6MShares$1.26 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY8.91MShares$1.06 Billion0.37% of portfolio