Prosperity Planning, Inc. Ishares Core S&P Total U.S. St Transaction History
Prosperity Planning, Inc.
- $309 Million
- Q3 2024
A detailed history of Prosperity Planning, Inc. transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Prosperity Planning, Inc. holds 17,926 shares of ITOT stock, worth $2.37 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
17,926
Previous 19,449
7.83%
Holding current value
$2.37 Million
Previous $2.31 Million
2.55%
% of portfolio
0.73%
Previous 0.8%
Shares
13 transactions
Others Institutions Holding ITOT
# of Institutions
1,379Shares Held
303MCall Options Held
58.9KPut Options Held
20K-
Wells Fargo & Company San Francisco, CA55.1MShares$7.27 Billion1.59% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.43 Billion0.13% of portfolio
-
Betterment LLC New York, NY12.1MShares$1.6 Billion3.66% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.38 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY8.92MShares$1.18 Billion0.39% of portfolio