Wescott Financial Advisory Group, LLC Ishares Core S&P Total U.S. St Transaction History
Wescott Financial Advisory Group, LLC
- $822 Million
- Q3 2024
A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 11,532 shares of ITOT stock, worth $1.5 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
11,532
Previous 14,265
19.16%
Holding current value
$1.5 Million
Previous $1.69 Million
14.52%
% of portfolio
0.18%
Previous 0.22%
Shares
11 transactions
Others Institutions Holding ITOT
# of Institutions
1,379Shares Held
303MCall Options Held
58.9KPut Options Held
20K-
Wells Fargo & Company San Francisco, CA55.1MShares$7.19 Billion1.59% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.36 Billion0.13% of portfolio
-
Betterment LLC New York, NY12.1MShares$1.58 Billion3.66% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.37 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY8.92MShares$1.16 Billion0.39% of portfolio