Solano Wealth Management, Inc. ITOT Holdings History
Number of Shares
113,551.00
Current Holdings Value*
$13.49 Mil
% of Portfolio
7.39%
Total Estimate Gain
$6.43 Mil
% of Total Estimate Gain
46.87%
Solano Wealth Management, Inc.'s iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2024-06-30, Solano Wealth Management, Inc. held 113,551.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $13.49 Mil. This investment constitutes 7.39% of their stock portfolio, and Solano Wealth Management, Inc. now holds -% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.
The initial trade took place in 2023Q1. In addition, there have been 5 sales at an average price of $104.62 for 41,958.00 shares. Based on historical transaction data and ITOT's current price of $138.75, Solano Wealth Management, Inc.'s estimated gain on his ITOT holdings is $6.43 Mil, reflecting a 46.87% gain to date.
Solano Wealth Management, Inc. ITOT ($138.75) Holding Chart
Solano Wealth Management, Inc. ITOT ($138.75) 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 % |
Top Ranked Articles
- 1