Number of Shares
179,208.00
Current Holdings Value*
$24.20 Mil
% of Portfolio
3.35%
Total Estimate Gain
$14.83 Mil
% of Total Estimate Gain
43.41%

Financial Partners Group, Inc's iShares Core S&P Total U.S. Stock Market ETF Holding Summary

As of 2025-06-30, Financial Partners Group, Inc held 179,208.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $24.20 Mil. This investment constitutes 3.35% of their stock portfolio, and Financial Partners Group, Inc now holds 0.03% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.

The initial trade took place in 2018Q2. And since then Financial Partners Group, Inc has made 17 purchases of ITOT, at an average price of $75.28, for a total of 453,830.00 shares. In addition, there have been 10 sales at an average price of $88.77 for 274,622.00 shares. Based on historical transaction data and ITOT's current price of $137.38, Financial Partners Group, Inc's estimated gain on his ITOT holdings is $14.83 Mil, reflecting a 43.41% gain to date.

Financial Partners Group, Inc ITOT ($137.38) Holding Chart

Financial Partners Group, 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 %

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