ACIMA PRIVATE WEALTH, LLC GTO Holdings History
ACIMA PRIVATE WEALTH, LLC's Invesco Total Return Bond ETF Holding Summary
As of 2025-03-31, ACIMA PRIVATE WEALTH, LLC held 228,191.00 shares of Invesco Total Return Bond ETF(GTO), totaling $10.71 Mil. This investment constitutes 3.84% of their stock portfolio, and ACIMA PRIVATE WEALTH, LLC now holds 0.56% of the outstanding Invesco Total Return Bond ETF(GTO) stock.
The initial trade took place in 2023Q4. And since then ACIMA PRIVATE WEALTH, LLC has made 5 purchases of GTO, at an average price of $45.45, for a total of 280,422.00 shares. In addition, there have been 1 sales at an average price of $46.70 for 52,231.00 shares. Based on historical transaction data and GTO's current price of $46.74, ACIMA PRIVATE WEALTH, LLC's estimated gain on his GTO holdings is $358,863.52, reflecting a 2.82% gain to date.
ACIMA PRIVATE WEALTH, LLC GTO ($46.74) Holding Chart
ACIMA PRIVATE WEALTH, LLC GTO ($46.74) 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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