Surience Private Wealth LLC Ishares Core S&P Total U.S. St Transaction History
Surience Private Wealth LLC
- $76.2 Million
- Q4 2024
A detailed history of Surience Private Wealth LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Surience Private Wealth LLC holds 2,849 shares of ITOT stock, worth $374,244. This represents 0.48% of its overall portfolio holdings.
Number of Shares
2,849
Previous 2,849
-0.0%
Holding current value
$374,244
Previous $357,000
2.52%
% of portfolio
0.48%
Previous 0.37%
Shares
1 transactions
Others Institutions Holding ITOT
# of Institutions
1,533Shares Held
304MCall Options Held
53KPut Options Held
29.4K-
Wells Fargo & Company San Francisco, CA55.3MShares$7.26 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.41 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.8MShares$1.55 Billion3.65% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.38 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY9.02MShares$1.18 Billion0.41% of portfolio