TWMH
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Tiedemann Wealth Management Holdings’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Tiedemann Wealth Management Holdings’s Portfolio ITOT Stock Details ITOT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-8,750
Closed -$473K – 7
2017
Q1 		$473K Buy
+8,750
New +$473K 1.91% 11