Catalytic Wealth Ria, LLC Ishares Core S&P Total U.S. St Transaction History
Catalytic Wealth Ria, LLC
- $569 Billion
- Q4 2024
A detailed history of Catalytic Wealth Ria, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Catalytic Wealth Ria, LLC holds 6,767 shares of ITOT stock, worth $894,935. This represents 0.15% of its overall portfolio holdings.
Number of Shares
6,767
Previous 7,176
5.7%
Holding current value
$894,935
Previous $901 Million
3.45%
% of portfolio
0.15%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding ITOT
# of Institutions
1,469Shares Held
321MCall Options Held
58.9KPut Options Held
20K-
Wells Fargo & Company San Francisco, CA55.1MShares$7.28 Billion1.59% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.45 Billion0.13% of portfolio
-
Life Planning Partners, Inc24MShares$3.17 Billion22.76% of portfolio
-
Betterment LLC New York, NY12.1MShares$1.6 Billion3.66% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.39 Billion0.1% of portfolio