Falcon Wealth Planning Ishares Core S&P Total U.S. St Transaction History
Falcon Wealth Planning
- $798 Million
- Q3 2024
A detailed history of Falcon Wealth Planning transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Falcon Wealth Planning holds 6,851 shares of ITOT stock, worth $873,228. This represents 0.11% of its overall portfolio holdings.
Number of Shares
6,851
Previous 7,504
8.7%
Holding current value
$873,228
Previous $891,000
3.48%
% of portfolio
0.11%
Previous 0.12%
Shares
13 transactions
Others Institutions Holding ITOT
# of Institutions
1,359Shares Held
302MCall Options Held
97.2KPut Options Held
16.1K-
Black Rock Inc. New York, NY48.8MShares$6.21 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA48MShares$6.12 Billion1.4% of portfolio
-
Betterment LLC New York, NY12.4MShares$1.58 Billion3.81% of portfolio
-
Morgan Stanley New York, NY10.6MShares$1.35 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY8.84MShares$1.13 Billion0.38% of portfolio