Occidental Asset Management, LLC Ishares Core S&P Total U.S. St Transaction History
Occidental Asset Management, LLC
- $637 Million
- Q4 2024
A detailed history of Occidental Asset Management, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Occidental Asset Management, LLC holds 2,211 shares of ITOT stock, worth $268,393. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,211
Previous 2,320
4.7%
Holding current value
$268,393
Previous $291,000
2.41%
% of portfolio
0.04%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding ITOT
# of Institutions
1,543Shares Held
303MCall 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
-
Alliancebernstein L.P. New York, NY9.02MShares$1.09 Billion0.41% of portfolio