Prasad Wealth Partners, LLC ITOT Holdings History
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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