KFA Private Wealth Group, LLC ITOT Holdings History
KFA Private Wealth Group, LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-03-31, KFA Private Wealth Group, LLC held 65,836.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $8.03 Mil. This investment constitutes 2.81% of their stock portfolio, and KFA Private Wealth Group, 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 2019Q4. And since then KFA Private Wealth Group, LLC has made 14 purchases of ITOT, at an average price of $79.97, for a total of 171,541.00 shares. In addition, there have been 7 sales at an average price of $102.86 for 105,705.00 shares. Based on historical transaction data and ITOT's current price of $136.82, KFA Private Wealth Group, LLC's estimated gain on his ITOT holdings is $6.16 Mil, reflecting a 44.92% gain to date.
KFA Private Wealth Group, LLC ITOT ($136.82) Holding Chart
KFA Private Wealth Group, LLC ITOT ($136.82) 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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