Michael A. Dubis Financial Planning, LLC ITOT Holdings History
Michael A. Dubis Financial Planning, LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-03-31, Michael A. Dubis Financial Planning, LLC held 13,942.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $1.70 Mil. This investment constitutes 1.65% of their stock portfolio, and Michael A. Dubis Financial Planning, 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 2024Q4. And since then Michael A. Dubis Financial Planning, LLC has made 1 purchases of ITOT, at an average price of $129.56, for a total of 13,942.00 shares. Based on historical transaction data and ITOT's current price of $137.38, Michael A. Dubis Financial Planning, LLC's estimated gain on his ITOT holdings is $109,028.45, reflecting a 6.04% gain to date.
Michael A. Dubis Financial Planning, LLC ITOT ($137.38) Holding Chart
Michael A. Dubis Financial Planning, 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 % | |||
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