Northeast Financial Consultants Inc ITOT Holdings History
Northeast Financial Consultants Inc's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-03-31, Northeast Financial Consultants Inc held 166,222.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $20.28 Mil. This investment constitutes 0.9% of their stock portfolio, and Northeast Financial Consultants Inc now holds 0.03% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.
The initial trade took place in 2023Q3. And since then Northeast Financial Consultants Inc has made 6 purchases of ITOT, at an average price of $102.45, for a total of 221,720.00 shares. In addition, there have been 1 sales at an average price of $128.89 for 55,498.00 shares. Based on historical transaction data and ITOT's current price of $138.75, Northeast Financial Consultants Inc's estimated gain on his ITOT holdings is $7.50 Mil, reflecting a 33.03% gain to date.
Northeast Financial Consultants Inc ITOT ($138.75) Holding Chart
Northeast Financial Consultants Inc 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
