Avid Wealth Partners LLC Ishares Core S&P Total U.S. St Transaction History
Avid Wealth Partners LLC
- $141 Billion
- Q4 2024
A detailed history of Avid Wealth Partners LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Avid Wealth Partners LLC holds 2,423 shares of ITOT stock, worth $294,127. This represents 0.22% of its overall portfolio holdings.
Number of Shares
2,423
Previous 2,436
0.53%
Holding current value
$294,127
Previous $306 Million
1.84%
% of portfolio
0.22%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding ITOT
# of Institutions
1,543Shares Held
303MCall Options Held
53KPut Options Held
29.4K-
Wells Fargo & Company San Francisco, CA55.3MShares$6.71 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$5.92 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.8MShares$1.43 Billion3.65% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.28 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY9.02MShares$1.09 Billion0.41% of portfolio