Carolinas Wealth Consulting LLC Ishares Core S&P Total U.S. St Transaction History
Carolinas Wealth Consulting LLC
- $557 Million
- Q4 2024
A detailed history of Carolinas Wealth Consulting LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 7,220 shares of ITOT stock, worth $876,435. This represents 0.17% of its overall portfolio holdings.
Number of Shares
7,220
Previous 7,428
2.8%
Holding current value
$876,435
Previous $933,000
0.54%
% of portfolio
0.17%
Previous 0.16%
Shares
21 transactions
Others Institutions Holding ITOT
# of Institutions
1,547Shares Held
313MCall 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
-
Wealthfront Advisers LLC9.75MShares$1.18 Billion3.69% of portfolio