West Financial Advisors, LLC Ishares Core S&P Total U.S. St Transaction History
West Financial Advisors, LLC
- $518 Million
- Q3 2024
A detailed history of West Financial Advisors, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, West Financial Advisors, LLC holds 1,175 shares of ITOT stock, worth $152,503. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,175Holding current value
$152,503% of portfolio
0.03%Shares
4 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$7.15 Billion1.59% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.33 Billion0.13% of portfolio
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Betterment LLC New York, NY12.1MShares$1.57 Billion3.66% of portfolio
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Morgan Stanley New York, NY10.5MShares$1.36 Billion0.1% of portfolio
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Alliancebernstein L.P. New York, NY8.92MShares$1.16 Billion0.39% of portfolio