Sendero Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History
Sendero Wealth Management, LLC
- $648 Million
- Q1 2025
A detailed history of Sendero Wealth Management, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Sendero Wealth Management, LLC holds 211,987 shares of ITOT stock, worth $25.5 Million. This represents 3.97% of its overall portfolio holdings.
Number of Shares
211,987
Previous 211,372
0.29%
Holding current value
$25.5 Million
Previous $27.2 Million
5.34%
% of portfolio
3.97%
Previous 4.34%
Shares
8 transactions
Others Institutions Holding ITOT
# of Institutions
1,564Shares Held
314MCall Options Held
53KPut Options Held
29.4K-
Wells Fargo & Company San Francisco, CA55.3MShares$6.64 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$5.86 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.8MShares$1.42 Billion3.65% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.26 Billion0.1% of portfolio
-
Wealthfront Advisers LLC9.75MShares$1.17 Billion3.69% of portfolio