DB Wealth Management Group, LLC ITOT Holdings History
DB Wealth Management Group, LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2023-12-31, DB Wealth Management Group, LLC held 16,664.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $1.75 Mil. This investment constitutes 1% of their stock portfolio, and DB Wealth Management Group, LLC now holds 0% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.
The initial trade took place in 2020Q4. And since then DB Wealth Management Group, LLC has made 7 purchases of ITOT, at an average price of $92.62, for a total of 25,926.00 shares. In addition, there have been 3 sales at an average price of $89.97 for 9,262.00 shares. Based on historical transaction data and ITOT's current price of $137.47, DB Wealth Management Group, LLC's estimated gain on his ITOT holdings is $722,787.60, reflecting a 30.10% gain to date.
DB Wealth Management Group, LLC ITOT ($137.47) Holding Chart
DB Wealth Management Group, LLC ITOT ($137.47) 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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