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 $398,866. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,016
Previous 3,276
7.94%
Holding current value
$398,866
Previous $411,000
5.84%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding ITOT
# of Institutions
1,479Shares Held
321MCall Options Held
58.9KPut Options Held
20K-
Wells Fargo & Company San Francisco, CA55.1MShares$7.28 Billion1.59% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.45 Billion0.13% of portfolio
-
Life Planning Partners, Inc24MShares$3.17 Billion22.76% of portfolio
-
Betterment LLC New York, NY12.1MShares$1.6 Billion3.66% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.39 Billion0.1% of portfolio