Wells Financial Advisors Inc Ishares Core S&P Total U.S. St Transaction History
Wells Financial Advisors Inc
- $73.1 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding ITOT
# of Institutions
1,378Shares Held
303MCall Options Held
58.9KPut Options Held
20K-
Wells Fargo & Company San Francisco, CA55.1MShares$7.31 Billion1.59% of portfolio
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Black Rock Inc. New York, NY48.8MShares$6.48 Billion0.13% of portfolio
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Betterment LLC New York, NY12.1MShares$1.61 Billion3.66% of portfolio
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Morgan Stanley New York, NY10.5MShares$1.39 Billion0.1% of portfolio
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Alliancebernstein L.P. New York, NY8.92MShares$1.18 Billion0.39% of portfolio