Wealth Management Solutions, LLC Ishares Core S&P Total U.S. St Transaction History
Wealth Management Solutions, LLC
- $145 Million
- Q3 2023
A detailed history of Wealth Management Solutions, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Wealth Management Solutions, LLC holds 30,093 shares of ITOT stock, worth $3.89 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
30,093
Previous 30,429
1.1%
Holding current value
$3.89 Million
Previous $2.98 Million
4.8%
% of portfolio
1.96%
Previous 1.95%
Shares
8 transactions
Others Institutions Holding ITOT
# of Institutions
1,381Shares Held
303MCall Options Held
58.9KPut Options Held
20K-
Wells Fargo & Company San Francisco, CA55.1MShares$7.13 Billion1.59% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.31 Billion0.13% of portfolio
-
Betterment LLC New York, NY12.1MShares$1.57 Billion3.66% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.36 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY8.92MShares$1.15 Billion0.39% of portfolio