1 NORTH WEALTH SERVICES LLC GSY Holdings History
Number of Shares
148,139.00
Current Holdings Value*
$7.42 Mil
% of Portfolio
3.44%
Total Estimate Gain
$19,041.82
% of Total Estimate Gain
0.26%
1 NORTH WEALTH SERVICES LLC's Invesco Ultra Short Duration ETF Holding Summary
As of 2025-03-31, 1 NORTH WEALTH SERVICES LLC held 148,139.00 shares of Invesco Ultra Short Duration ETF(GSY), totaling $7.42 Mil. This investment constitutes 3.44% of their stock portfolio, and 1 NORTH WEALTH SERVICES LLC now holds 0.27% of the outstanding Invesco Ultra Short Duration ETF(GSY) stock.
The initial trade took place in 2018Q4. And since then 1 NORTH WEALTH SERVICES LLC has made 3 purchases of GSY, at an average price of $50.14, for a total of 148,139.00 shares. Based on historical transaction data and GSY's current price of $50.27, 1 NORTH WEALTH SERVICES LLC's estimated gain on his GSY holdings is $19,041.82, reflecting a 0.26% gain to date.
1 NORTH WEALTH SERVICES LLC GSY ($50.27) Holding Chart
1 NORTH WEALTH SERVICES LLC GSY ($50.27) 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