National Wealth Management Group, LLC Ishares Core S&P Total U.S. St Transaction History
National Wealth Management Group, LLC
- $289 Billion
- Q4 2025
A detailed history of National Wealth Management Group, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, National Wealth Management Group, LLC holds 3,249 shares of ITOT stock, worth $475,491. This represents 0.17% of its overall portfolio holdings.
Number of Shares
3,249
Previous 3,345
2.87%
Holding current value
$475,491
Previous $487 Million
0.84%
% of portfolio
0.17%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding ITOT
# of Institutions
1,720Shares Held
334MCall Options Held
61.7KPut Options Held
36K-
Wells Fargo & Company San Francisco, CA63.2MShares$9.25 Billion1.81% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$7.14 Billion0.13% of portfolio
-
Betterment LLC New York, NY10.9MShares$1.6 Billion3.15% of portfolio
-
Morgan Stanley New York, NY10.7MShares$1.57 Billion0.1% of portfolio
-
Wealthfront Advisers LLC10.6MShares$1.54 Billion3.7% of portfolio