Number of Shares
99,125.00
Current Holdings Value*
$13.39 Mil
% of Portfolio
3.92%
Total Estimate Gain
$463,213.35
% of Total Estimate Gain
1.84%

Prasad Wealth Partners, LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary

As of 2025-06-30, Prasad Wealth Partners, LLC held 99,125.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $13.39 Mil. This investment constitutes 3.92% of their stock portfolio, and Prasad Wealth Partners, LLC now holds 0.02% 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 Prasad Wealth Partners, LLC has made 1 purchases of ITOT, at an average price of $129.52, for a total of 194,871.00 shares. In addition, there have been 1 sales at an average price of $124.74 for 95,746.00 shares. Based on historical transaction data and ITOT's current price of $138.81, Prasad Wealth Partners, LLC's estimated gain on his ITOT holdings is $463,213.35, reflecting a 1.84% gain to date.

Prasad Wealth Partners, LLC ITOT ($138.81) Holding Chart

Prasad Wealth Partners, LLC ITOT ($138.81) 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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