Brass Tax Wealth Management, Inc Ishares Core S&P Total U.S. St Transaction History
Brass Tax Wealth Management, Inc
- $252 Million
- Q3 2024
A detailed history of Brass Tax Wealth Management, Inc transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 4,200 shares of ITOT stock, worth $560,532. This represents 0.21% of its overall portfolio holdings.
Number of Shares
4,200
Previous 4,200
-0.0%
Holding current value
$560,532
Previous $499 Million
99.89%
% of portfolio
0.21%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding ITOT
# of Institutions
1,466Shares Held
329MCall Options Held
58.9KPut Options Held
20K-
Wells Fargo & Company San Francisco, CA55.1MShares$7.35 Billion1.59% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.51 Billion0.13% of portfolio
-
Life Planning Partners, Inc24MShares$3.2 Billion22.76% of portfolio
-
Betterment LLC New York, NY12.1MShares$1.62 Billion3.66% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.4 Billion0.1% of portfolio