Capstone Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History
Capstone Wealth Management, LLC
- $102 Billion
- Q4 2024
A detailed history of Capstone Wealth Management, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Capstone Wealth Management, LLC holds 7,135 shares of ITOT stock, worth $945,316. This represents 0.9% of its overall portfolio holdings.
Number of Shares
7,135Holding current value
$945,316% of portfolio
0.9%Shares
1 transactions
Others Institutions Holding ITOT
# of Institutions
1,437Shares Held
326MCall Options Held
58.9KPut Options Held
20K-
Wells Fargo & Company San Francisco, CA55.1MShares$7.3 Billion1.59% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.46 Billion0.13% of portfolio
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Life Planning Partners, Inc24MShares$3.18 Billion22.76% of portfolio
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Betterment LLC New York, NY12.1MShares$1.61 Billion3.66% of portfolio
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Morgan Stanley New York, NY10.5MShares$1.39 Billion0.1% of portfolio