Number of Shares
96,312.00
Current Holdings Value*
$11.75 Mil
% of Portfolio
2.77%
Total Estimate Gain
$11.63 Mil
% of Total Estimate Gain
32.73%

Regent Peak Wealth Advisors LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary

As of 2025-03-31, Regent Peak Wealth Advisors LLC held 96,312.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $11.75 Mil. This investment constitutes 2.77% of their stock portfolio, and Regent Peak Wealth Advisors 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 2019Q4. And since then Regent Peak Wealth Advisors LLC has made 8 purchases of ITOT, at an average price of $86.90, for a total of 409,001.00 shares. In addition, there have been 14 sales at an average price of $108.52 for 312,689.00 shares. Based on historical transaction data and ITOT's current price of $137.47, Regent Peak Wealth Advisors LLC's estimated gain on his ITOT holdings is $11.63 Mil, reflecting a 32.73% gain to date.

Regent Peak Wealth Advisors LLC ITOT ($137.47) Holding Chart

Regent Peak Wealth Advisors LLC ITOT ($137.47) 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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