Lauterbach Financial Advisors, LLC ITOT Holdings History
Lauterbach Financial Advisors, LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-06-30, Lauterbach Financial Advisors, LLC held 21,046.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $2.84 Mil. This investment constitutes 1.56% of their stock portfolio, and Lauterbach Financial Advisors, LLC now holds 0% 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 Lauterbach Financial Advisors, LLC has made 14 purchases of ITOT, at an average price of $107.69, for a total of 21,046.00 shares. Based on historical transaction data and ITOT's current price of $138.75, Lauterbach Financial Advisors, LLC's estimated gain on his ITOT holdings is $653,759.40, reflecting a 28.85% gain to date.
Lauterbach Financial Advisors, LLC ITOT ($138.75) Holding Chart
Lauterbach Financial Advisors, LLC ITOT ($138.75) 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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