Wealth Management Solutions, LLC ITOT Holdings History
Wealth Management Solutions, LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2023-09-30, Wealth Management Solutions, LLC held 30,093.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $2.83 Mil. This investment constitutes 1.94% of their stock portfolio, and Wealth Management Solutions, LLC now holds 0.01% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.
The initial trade took place in 2021Q4. In addition, there have been 7 sales at an average price of $97.23 for 158,935.00 shares. Based on historical transaction data and ITOT's current price of $137.38, Wealth Management Solutions, LLC's estimated gain on his ITOT holdings is $-131,841.57, reflecting a -0.67% gain to date.
Wealth Management Solutions, LLC ITOT ($137.38) Holding Chart
Wealth Management Solutions, LLC 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
