Total Wealth Planning, LLC Ishares Core S&P Total U.S. St Transaction History
Total Wealth Planning, LLC
- $744 Million
- Q2 2025
A detailed history of Total Wealth Planning, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Total Wealth Planning, LLC holds 3,296 shares of ITOT stock, worth $485,401. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,296Holding current value
$485,401% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding ITOT
# of Institutions
1,636Shares Held
325MCall Options Held
69.1KPut Options Held
33.4K-
Wells Fargo & Company San Francisco, CA59.3MShares$8.73 Billion1.71% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$7.18 Billion0.13% of portfolio
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Betterment LLC New York, NY11.3MShares$1.66 Billion3.24% of portfolio
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Wealthfront Advisers LLC10.6MShares$1.56 Billion3.74% of portfolio
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Morgan Stanley New York, NY10.4MShares$1.54 Billion0.09% of portfolio