ELEVATE WEALTH ADVISORY, INC ITOT Holdings History
ELEVATE WEALTH ADVISORY, INC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-03-31, ELEVATE WEALTH ADVISORY, INC held 107,568.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $13.12 Mil. This investment constitutes 9.3% of their stock portfolio, and ELEVATE WEALTH ADVISORY, INC now holds 0.02% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.
The initial trade took place in 2023Q4. And since then ELEVATE WEALTH ADVISORY, INC has made 3 purchases of ITOT, at an average price of $101.07, for a total of 108,733.00 shares. In addition, there have been 1 sales at an average price of $128.89 for 1,165.00 shares. Based on historical transaction data and ITOT's current price of $137.38, ELEVATE WEALTH ADVISORY, INC's estimated gain on his ITOT holdings is $3.94 Mil, reflecting a 35.84% gain to date.
ELEVATE WEALTH ADVISORY, INC ITOT ($137.38) Holding Chart
ELEVATE WEALTH ADVISORY, INC 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
