Symphony Financial Services, Inc. Ishares Core S&P Total U.S. St Transaction History
Symphony Financial Services, Inc.
- $124 Billion
- Q4 2024
A detailed history of Symphony Financial Services, Inc. transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Symphony Financial Services, Inc. holds 27,041 shares of ITOT stock, worth $3.61 Million. This represents 2.79% of its overall portfolio holdings.
Number of Shares
27,041
Previous 27,131
0.33%
Holding current value
$3.61 Million
Previous $3.41 Billion
2.05%
% of portfolio
2.79%
Previous 2.9%
Shares
3 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