Flagship Private Wealth, LLC ITOT Holdings History
Flagship Private Wealth, LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-03-31, Flagship Private Wealth, LLC held 53,338.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $6.51 Mil. This investment constitutes 3.1% of their stock portfolio, and Flagship Private Wealth, LLC 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 2020Q4. And since then Flagship Private Wealth, LLC has made 6 purchases of ITOT, at an average price of $90.85, for a total of 76,791.00 shares. In addition, there have been 11 sales at an average price of $93.87 for 23,453.00 shares. Based on historical transaction data and ITOT's current price of $137.38, Flagship Private Wealth, LLC's estimated gain on his ITOT holdings is $2.55 Mil, reflecting a 36.59% gain to date.
Flagship Private Wealth, LLC ITOT ($137.38) Holding Chart
Flagship Private Wealth, LLC 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
