Wells Financial Advisors Inc Ishares Core S&P Total U.S. St Transaction History
Wells Financial Advisors Inc
- $72.4 Million
- Q4 2024
A detailed history of Wells Financial Advisors Inc transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Wells Financial Advisors Inc holds 320 shares of ITOT stock, worth $42,416. This represents 0.06% of its overall portfolio holdings.
Number of Shares
320Holding current value
$42,416% of portfolio
0.06%Shares
2 transactions
Others Institutions Holding ITOT
# of Institutions
1,486Shares Held
300MCall Options Held
58.9KPut Options Held
20K-
Wells Fargo & Company San Francisco, CA55.3MShares$7.33 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.46 Billion0.13% of portfolio
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Betterment LLC New York, NY12.1MShares$1.61 Billion3.66% of portfolio
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Morgan Stanley New York, NY10.5MShares$1.39 Billion0.1% of portfolio
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Alliancebernstein L.P. New York, NY9.02MShares$1.2 Billion0.41% of portfolio