Bradley & Co. Private Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History
Bradley & Co. Private Wealth Management, LLC
- $159 Million
- Q4 2024
A detailed history of Bradley & Co. Private Wealth Management, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Bradley & Co. Private Wealth Management, LLC holds 55,499 shares of ITOT stock, worth $7.43 Million. This represents 4.5% of its overall portfolio holdings.
Number of Shares
55,499
Previous 38,772
43.14%
Holding current value
$7.43 Million
Previous $4.61 Million
55.01%
% of portfolio
4.5%
Previous 3.43%
Shares
7 transactions
Others Institutions Holding ITOT
# of Institutions
1,504Shares Held
301MCall Options Held
58.9KPut Options Held
20K-
Wells Fargo & Company San Francisco, CA55.3MShares$7.41 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.53 Billion0.13% 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
-
Alliancebernstein L.P. New York, NY9.02MShares$1.21 Billion0.41% of portfolio