Vericrest Private Wealth Ishares Core S&P Total U.S. St Transaction History
Vericrest Private Wealth
- $81.5 Million
- Q2 2022
A detailed history of Vericrest Private Wealth transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Vericrest Private Wealth holds 29,641 shares of ITOT stock, worth $3.94 Million. This represents 3.05% of its overall portfolio holdings.
Number of Shares
29,641
Previous 30,002
1.2%
Holding current value
$3.94 Million
Previous $3.03 Million
18.0%
% of portfolio
3.05%
Previous 3.15%
Shares
3 transactions
Others Institutions Holding ITOT
# of Institutions
1,431Shares Held
303MCall Options Held
58.9KPut Options Held
20K-
Wells Fargo & Company San Francisco, CA55.1MShares$7.32 Billion1.59% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.48 Billion0.13% of portfolio
-
Life Planning Partners, Inc24MShares$3.19 Billion22.76% of portfolio
-
Betterment LLC New York, NY12.1MShares$1.61 Billion3.66% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.39 Billion0.1% of portfolio