Aletheian Wealth Advisors LLC Ishares Core S&P Total U.S. St Transaction History
Aletheian Wealth Advisors LLC
- $170 Million
- Q1 2025
A detailed history of Aletheian Wealth Advisors LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 162,247 shares of ITOT stock, worth $18.6 Million. This represents 11.56% of its overall portfolio holdings.
Number of Shares
162,247
Previous 176,383
8.01%
Holding current value
$18.6 Million
Previous $22.7 Million
13.18%
% of portfolio
11.56%
Previous 14.02%
Shares
14 transactions
Others Institutions Holding ITOT
# of Institutions
1,562Shares Held
313MCall Options Held
53KPut Options Held
29.4K-
Wells Fargo & Company San Francisco, CA55.3MShares$6.35 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$5.6 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.8MShares$1.35 Billion3.65% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.21 Billion0.1% of portfolio
-
Wealthfront Advisers LLC9.75MShares$1.12 Billion3.69% of portfolio