Aegis Wealth Management LLC ITOT Holdings History
Aegis Wealth Management LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-03-31, Aegis Wealth Management LLC held 47,167.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $5.75 Mil. This investment constitutes 3.38% of their stock portfolio, and Aegis Wealth Management LLC now holds 0.01% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $128.89 for 351.00 shares. Based on historical transaction data and ITOT's current price of $137.38, Aegis Wealth Management LLC's estimated gain on his ITOT holdings is $368,610.77, reflecting a 5.99% gain to date.
Aegis Wealth Management LLC ITOT ($137.38) Holding Chart
Aegis Wealth Management LLC ITOT ($137.38) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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