Seaside Wealth Management, Inc. ITOT Holdings History
Seaside Wealth Management, Inc.'s iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-06-30, Seaside Wealth Management, Inc. held 9,976.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $1.35 Mil. This investment constitutes 0.43% of their stock portfolio, and Seaside Wealth Management, Inc. now holds 0% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.
The initial trade took place in 2025Q2. And since then Seaside Wealth Management, Inc. has made 1 purchases of ITOT, at an average price of $124.74, for a total of 9,976.00 shares. Based on historical transaction data and ITOT's current price of $137.38, Seaside Wealth Management, Inc.'s estimated gain on his ITOT holdings is $126,096.64, reflecting a 10.13% gain to date.
Seaside Wealth Management, Inc. ITOT ($137.38) Holding Chart
Seaside Wealth Management, Inc. ITOT ($137.38) 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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