Occidental Asset Management, LLC Ishares Core S&P Total U.S. St Transaction History
Occidental Asset Management, LLC
- $818 Million
- Q4 2025
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 2,136 shares of ITOT stock, worth $312,603. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,136
Previous 2,136
-0.0%
Holding current value
$312,603
Previous $311,000
0.32%
% of portfolio
0.04%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding ITOT
# of Institutions
1,719Shares 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