Blue Bell Private Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History
Blue Bell Private Wealth Management, LLC
- $499 Million
- Q3 2024
A detailed history of Blue Bell Private Wealth Management, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 4,491 shares of ITOT stock, worth $584,054. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,491
Previous 5,104
12.01%
Holding current value
$584,054
Previous $606,000
6.93%
% of portfolio
0.11%
Previous 0.13%
Shares
10 transactions
Others Institutions Holding ITOT
# of Institutions
1,379Shares Held
303MCall Options Held
58.9KPut Options Held
20K-
Wells Fargo & Company San Francisco, CA55.1MShares$7.16 Billion1.59% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.34 Billion0.13% of portfolio
-
Betterment LLC New York, NY12.1MShares$1.58 Billion3.66% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.36 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY8.92MShares$1.16 Billion0.39% of portfolio