Trevian Wealth Management LLC Ishares Core S&P Total U.S. St Transaction History
Trevian Wealth Management LLC
- $164 Million
- Q2 2025
A detailed history of Trevian Wealth Management LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Trevian Wealth Management LLC holds 162,988 shares of ITOT stock, worth $22.7 Million. This represents 13.42% of its overall portfolio holdings.
Number of Shares
162,988Holding current value
$22.7 Million% of portfolio
13.42%Shares
1 transactions
Others Institutions Holding ITOT
# of Institutions
1,614Shares Held
320MCall Options Held
67.9KPut Options Held
29K-
Wells Fargo & Company San Francisco, CA58.6MShares$8.16 Billion1.67% of portfolio
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Black Rock Inc. New York, NY48.8MShares$6.79 Billion0.13% of portfolio
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Betterment LLC New York, NY11.5MShares$1.61 Billion3.34% of portfolio
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Wealthfront Advisers LLC11MShares$1.53 Billion3.84% of portfolio
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Morgan Stanley New York, NY10.3MShares$1.43 Billion0.09% of portfolio