Summit Financial Wealth Advisors, LLC Ishares Core S&P Total U.S. St Transaction History
Summit Financial Wealth Advisors, LLC
- $490 Million
- Q4 2024
A detailed history of Summit Financial Wealth Advisors, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 1,761 shares of ITOT stock, worth $211,548. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,761
Previous 1,761
-0.0%
Holding current value
$211,548
Previous $221,000
2.26%
% of portfolio
0.05%
Previous 0.04%
Shares
13 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