Total Wealth Planning & Management, Inc. Ishares Tr U.S. Transportation Transaction History
Total Wealth Planning & Management, Inc.
- $105 Billion
- Q1 2025
A detailed history of Total Wealth Planning & Management, Inc. transactions in Ishares Tr U.S. Transportation stock. As of the latest transaction made, Total Wealth Planning & Management, Inc. holds 6,362 shares of IYT stock, worth $380,511. This represents 0.39% of its overall portfolio holdings.
Number of Shares
6,362
Previous 6,419
0.89%
Holding current value
$380,511
Previous $434 Million
6.08%
% of portfolio
0.39%
Previous 0.39%
Shares
2 transactions
Others Institutions Holding IYT
# of Institutions
231Shares Held
6.49MCall Options Held
587KPut Options Held
404K-
Morgan Stanley New York, NY1.22MShares$72.9 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY682KShares$40.8 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC535KShares$32 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC273KShares$16.3 Million0.01% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6268KShares$16 Million0.04% of portfolio