Sound View Wealth Advisors Group, LLC Ishares Core S&P Total U.S. St Transaction History
Sound View Wealth Advisors Group, LLC
- $1.23 Billion
- Q4 2024
A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 3,016 shares of ITOT stock, worth $372,053. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,016
Previous 3,276
7.94%
Holding current value
$372,053
Previous $411,000
5.84%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding ITOT
# of Institutions
1,541Shares Held
303MCall Options Held
53KPut Options Held
29.4K-
Wells Fargo & Company San Francisco, CA55.3MShares$6.82 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.01 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.8MShares$1.46 Billion3.65% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.3 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY9.02MShares$1.11 Billion0.41% of portfolio