Wealth Effects LLC Ishares Core S&P Total U.S. St Transaction History
Wealth Effects LLC
- $255 Million
- Q4 2024
A detailed history of Wealth Effects LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Wealth Effects LLC holds 15,116 shares of ITOT stock, worth $1.86 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
15,116
Previous 15,096
0.13%
Holding current value
$1.86 Million
Previous $1.9 Million
2.53%
% of portfolio
0.76%
Previous 0.74%
Shares
9 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