Number of Shares
15,346.00
Current Holdings Value*
$1.87 Mil
% of Portfolio
2.39%
Total Estimate Gain
$554,289.00
% of Total Estimate Gain
35.20%

Objective Capital Management, LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary

As of 2025-03-31, Objective Capital Management, LLC held 15,346.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $1.87 Mil. This investment constitutes 2.39% of their stock portfolio, and Objective Capital Management, 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 2022Q1. And since then Objective Capital Management, LLC has made 11 purchases of ITOT, at an average price of $99.77, for a total of 15,783.00 shares. In addition, there have been 1 sales at an average price of $129.56 for 437.00 shares. Based on historical transaction data and ITOT's current price of $135.04, Objective Capital Management, LLC's estimated gain on his ITOT holdings is $554,289.00, reflecting a 35.20% gain to date.

Objective Capital Management, LLC ITOT ($135.04) Holding Chart

Objective Capital 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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