Surience Private Wealth LLC Ishares Core S&P Total U.S. St Transaction History
Surience Private Wealth LLC
- $97.3 Million
- Q3 2024
A detailed history of Surience Private Wealth LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Surience Private Wealth LLC holds 2,849 shares of ITOT stock, worth $378,347. This represents 0.37% of its overall portfolio holdings.
Number of Shares
2,849
Previous 2,849
-0.0%
Holding current value
$378,347
Previous $338,000
5.62%
% of portfolio
0.37%
Previous 0.47%
Shares
1 transactions
Others Institutions Holding ITOT
# of Institutions
1,378Shares Held
303MCall Options Held
58.9KPut Options Held
20K-
Wells Fargo & Company San Francisco, CA55.1MShares$7.31 Billion1.59% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.48 Billion0.13% of portfolio
-
Betterment LLC New York, NY12.1MShares$1.61 Billion3.66% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.39 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY8.92MShares$1.18 Billion0.39% of portfolio