Pacific Capital Wealth Advisors, Inc Ishares Core S&P Total U.S. St Transaction History
Pacific Capital Wealth Advisors, Inc
- $598 Million
- Q4 2024
A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 7,354 shares of ITOT stock, worth $892,702. This represents 0.16% of its overall portfolio holdings.
Number of Shares
7,354
Previous 7,354
-0.0%
Holding current value
$892,702
Previous $923,000
2.38%
% of portfolio
0.16%
Previous 0.16%
Shares
11 transactions
Others Institutions Holding ITOT
# of Institutions
1,547Shares Held
313MCall 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
-
Wealthfront Advisers LLC9.75MShares$1.18 Billion3.69% of portfolio