Endowment Wealth Management, Inc. ITOT Holdings History
Endowment Wealth Management, Inc.'s iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-03-31, Endowment Wealth Management, Inc. held 53,563.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $6.54 Mil. This investment constitutes 4.2% of their stock portfolio, and Endowment Wealth Management, Inc. 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 2021Q4. And since then Endowment Wealth Management, Inc. has made 10 purchases of ITOT, at an average price of $105.52, for a total of 64,571.00 shares. In addition, there have been 3 sales at an average price of $91.87 for 11,008.00 shares. Based on historical transaction data and ITOT's current price of $136.45, Endowment Wealth Management, Inc.'s estimated gain on his ITOT holdings is $1.51 Mil, reflecting a 22.10% gain to date.
Endowment Wealth Management, Inc. ITOT ($136.45) Holding Chart
Endowment Wealth Management, Inc. ITOT ($136.45) 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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