FIDUCIARY ADVISORS, INC. ITOT Holdings History
Number of Shares
7,113.00
Current Holdings Value*
$867,830.00
% of Portfolio
0.86%
Total Estimate Gain
$49,391.82
% of Total Estimate Gain
5.36%
FIDUCIARY ADVISORS, INC.'s iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-03-31, FIDUCIARY ADVISORS, INC. held 7,113.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $867,830.00. This investment constitutes 0.86% of their stock portfolio, and FIDUCIARY ADVISORS, INC. now holds 0% 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 FIDUCIARY ADVISORS, INC. has made 1 purchases of ITOT, at an average price of $129.45, for a total of 7,113.00 shares. Based on historical transaction data and ITOT's current price of $136.39, FIDUCIARY ADVISORS, INC.'s estimated gain on his ITOT holdings is $49,391.82, reflecting a 5.36% gain to date.
FIDUCIARY ADVISORS, INC. ITOT ($136.39) Holding Chart
FIDUCIARY ADVISORS, INC. ITOT ($136.39) 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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