Optivise Advisory Services LLC Ishares Core S&P Total U.S. St Transaction History
Optivise Advisory Services LLC
- $186 Billion
- Q4 2024
A detailed history of Optivise Advisory Services LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Optivise Advisory Services LLC holds 12,478 shares of ITOT stock, worth $1.57 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
12,478
Previous 12,557
0.63%
Holding current value
$1.57 Million
Previous $1.58 Billion
1.75%
% of portfolio
0.86%
Previous 0.83%
Shares
3 transactions
Others Institutions Holding ITOT
# of Institutions
1,542Shares Held
303MCall Options Held
53KPut Options Held
29.4K-
Wells Fargo & Company San Francisco, CA55.3MShares$6.95 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.13 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.8MShares$1.48 Billion3.65% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.32 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY9.02MShares$1.13 Billion0.41% of portfolio