Total Wealth Planning & Management, Inc. Ishares Tr Transaction History

Total Wealth Planning & Management, Inc.

  • $110 Billion
  • Q4 2024

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 5,581 shares of ITA stock, worth $855,176. This represents 0.74% of its overall portfolio holdings.

Number of Shares
5,581
Holding current value
$855,176
% of portfolio
0.74%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 28, 2025
BUY
$144.31 - $157.31 $805,394 - $877,947
5,581 New
5,581 $811 Million

Others Institutions Holding ITA

# of Institutions
754
Shares Held
21.1M
Call Options Held
704K
Put Options Held
446K
View Full List

About ISHARES TR

ITA Quotes by TradingView
  • Ticker ITA
  • Sector ETFs
  • Industry ETFs
More about ITA
Track This Portfolio

Track Total Wealth Planning & Management, Inc. Portfolio

Follow Total Wealth Planning & Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Total Wealth Planning & Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Total Wealth Planning & Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email