Aletheian Wealth Advisors LLC ITOT Holdings History
Aletheian Wealth Advisors LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-06-30, Aletheian Wealth Advisors LLC held 180,899.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $24.43 Mil. This investment constitutes 12.02% of their stock portfolio, and Aletheian Wealth Advisors LLC now holds 0.03% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.
The initial trade took place in 2022Q1. And since then Aletheian Wealth Advisors LLC has made 11 purchases of ITOT, at an average price of $100.24, for a total of 198,763.00 shares. In addition, there have been 3 sales at an average price of $129.03 for 17,864.00 shares. Based on historical transaction data and ITOT's current price of $137.38, Aletheian Wealth Advisors LLC's estimated gain on his ITOT holdings is $7.23 Mil, reflecting a 36.31% gain to date.
Aletheian Wealth Advisors LLC ITOT ($137.38) Holding Chart
Aletheian Wealth Advisors 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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