Wescott Financial Advisory Group, LLC Ishares Core S&P Total U.S. St Transaction History
Wescott Financial Advisory Group, LLC
- $862 Million
- Q4 2024
A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 10,812 shares of ITOT stock, worth $1.4 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
10,812
Previous 11,532
6.24%
Holding current value
$1.4 Million
Previous $1.45 Million
4.01%
% of portfolio
0.16%
Previous 0.18%
Shares
12 transactions
Others Institutions Holding ITOT
# of Institutions
1,536Shares Held
304MCall Options Held
53KPut Options Held
29.4K-
Wells Fargo & Company San Francisco, CA55.3MShares$7.15 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.3 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.8MShares$1.53 Billion3.65% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.36 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY9.02MShares$1.17 Billion0.41% of portfolio