Lauterbach Financial Advisors, LLC Ishares Core S&P Total U.S. St Transaction History
Lauterbach Financial Advisors, LLC
- $157 Million
- Q3 2024
A detailed history of Lauterbach Financial Advisors, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Lauterbach Financial Advisors, LLC holds 15,837 shares of ITOT stock, worth $2.11 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
15,837
Previous 14,866
6.53%
Holding current value
$2.11 Million
Previous $1.77 Million
12.69%
% of portfolio
1.27%
Previous 1.22%
Shares
12 transactions
Others Institutions Holding ITOT
# of Institutions
1,434Shares Held
327MCall Options Held
58.9KPut Options Held
20K-
Wells Fargo & Company San Francisco, CA55.1MShares$7.34 Billion1.59% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.5 Billion0.13% of portfolio
-
Life Planning Partners, Inc24MShares$3.19 Billion22.76% 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