Wealth Dimensions Group, Ltd. Ishares Core S&P Total U.S. St Transaction History
Wealth Dimensions Group, Ltd.
- $452 Million
- Q2 2025
A detailed history of Wealth Dimensions Group, Ltd. transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 2,080 shares of ITOT stock, worth $300,747. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,080
Previous 2,091
0.53%
Holding current value
$300,747
Previous $255,000
9.8%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding ITOT
# of Institutions
1,644Shares Held
325MCall Options Held
69.1KPut Options Held
33.4K-
Wells Fargo & Company San Francisco, CA59.3MShares$8.57 Billion1.71% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$7.05 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.3MShares$1.63 Billion3.24% of portfolio
-
Wealthfront Advisers LLC10.6MShares$1.53 Billion3.74% of portfolio
-
Morgan Stanley New York, NY10.4MShares$1.51 Billion0.09% of portfolio