U.S. Capital Wealth Advisors, LLC Ishares Core S&P Total U.S. St Transaction History
U.S. Capital Wealth Advisors, LLC
- $3.44 Billion
- Q3 2025
A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 6,001 shares of ITOT stock, worth $878,246. This represents 0.03% of its overall portfolio holdings.
Number of Shares
6,001
Previous 5,998
0.05%
Holding current value
$878,246
Previous $809,000
8.03%
% of portfolio
0.03%
Previous 0.03%
Shares
9 transactions
Others Institutions Holding ITOT
# of Institutions
1,704Shares Held
334MCall Options Held
61.7KPut Options Held
36K-
Wells Fargo & Company San Francisco, CA63.2MShares$9.25 Billion1.81% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$7.14 Billion0.13% of portfolio
-
Betterment LLC New York, NY10.9MShares$1.6 Billion3.15% of portfolio
-
Morgan Stanley New York, NY10.7MShares$1.57 Billion0.1% of portfolio
-
Wealthfront Advisers LLC10.6MShares$1.54 Billion3.7% of portfolio