Total Wealth Planning & Management, Inc. Ishares Tr Transaction History
Total Wealth Planning & Management, Inc.
- $105 Billion
- Q1 2025
A detailed history of Total Wealth Planning & Management, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Total Wealth Planning & Management, Inc. holds 5,749 shares of ITA stock, worth $863,729. This represents 0.83% of its overall portfolio holdings.
Number of Shares
5,749
Previous 5,581
3.01%
Holding current value
$863,729
Previous $811 Million
8.5%
% of portfolio
0.83%
Previous 0.74%
Shares
2 transactions
Others Institutions Holding ITA
# of Institutions
755Shares Held
21MCall Options Held
704KPut Options Held
446K-
Bank Of America Corp Charlotte, NC4.1MShares$615 Million0.05% of portfolio
-
Morgan Stanley New York, NY1.91MShares$288 Million0.02% of portfolio
-
Leigh Baldwin & Co., LLC Cazenovia, NY1.32MShares$198 Million1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.11MShares$167 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA827KShares$124 Million0.03% of portfolio