Brady Martz Wealth Solutions, LLC ITOT Holdings History
Brady Martz Wealth Solutions, LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-06-30, Brady Martz Wealth Solutions, LLC held 350,866.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $47.38 Mil. This investment constitutes 9.17% of their stock portfolio, and Brady Martz Wealth Solutions, LLC now holds 0.07% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.
The initial trade took place in 2024Q4. And since then Brady Martz Wealth Solutions, LLC has made 2 purchases of ITOT, at an average price of $127.45, for a total of 350,866.00 shares. Based on historical transaction data and ITOT's current price of $138.75, Brady Martz Wealth Solutions, LLC's estimated gain on his ITOT holdings is $3.97 Mil, reflecting a 8.87% gain to date.
Brady Martz Wealth Solutions, LLC ITOT ($138.75) Holding Chart
Brady Martz Wealth Solutions, LLC ITOT ($138.75) 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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