GRAND WEALTH MANAGEMENT, LLC ITOT Holdings History
GRAND WEALTH MANAGEMENT, LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-03-31, GRAND WEALTH MANAGEMENT, LLC held 49,692.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $6.06 Mil. This investment constitutes 3.33% of their stock portfolio, and GRAND WEALTH MANAGEMENT, 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 2021Q4. And since then GRAND WEALTH MANAGEMENT, LLC has made 2 purchases of ITOT, at an average price of $103.41, for a total of 66,805.00 shares. In addition, there have been 9 sales at an average price of $106.65 for 17,113.00 shares. Based on historical transaction data and ITOT's current price of $135.04, GRAND WEALTH MANAGEMENT, LLC's estimated gain on his ITOT holdings is $1.63 Mil, reflecting a 23.55% gain to date.
GRAND WEALTH MANAGEMENT, LLC ITOT ($135.04) Holding Chart
GRAND WEALTH MANAGEMENT, LLC ITOT ($135.04) 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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