Wr Wealth Planners, LLC Ishares Core S&P Total U.S. St Transaction History
Wr Wealth Planners, LLC
- $301 Million
- Q4 2024
A detailed history of Wr Wealth Planners, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 280 shares of ITOT stock, worth $34,622. This represents 0.01% of its overall portfolio holdings.
Number of Shares
280
Previous 1,409
80.13%
Holding current value
$34,622
Previous $176,000
79.55%
% of portfolio
0.01%
Previous 0.05%
Shares
8 transactions
Others Institutions Holding ITOT
# of Institutions
1,541Shares Held
303MCall Options Held
53KPut Options Held
29.4K-
Wells Fargo & Company San Francisco, CA55.3MShares$6.84 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.03 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.8MShares$1.46 Billion3.65% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.3 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY9.02MShares$1.12 Billion0.41% of portfolio