Number of Shares
641,389.00
Current Holdings Value*
$32.42 Mil
% of Portfolio
3.37%
Total Estimate Gain
$207,445.87
% of Total Estimate Gain
0.54%

Amplius Wealth Advisors, LLC's Goldman Sachs Ultra Short Bond ETF Holding Summary

As of 2025-03-31, Amplius Wealth Advisors, LLC held 641,389.00 shares of Goldman Sachs Ultra Short Bond ETF(GSST), totaling $32.42 Mil. This investment constitutes 3.37% of their stock portfolio, and Amplius Wealth Advisors, LLC now holds 3.78% of the outstanding Goldman Sachs Ultra Short Bond ETF(GSST) stock.

The initial trade took place in 2023Q4. And since then Amplius Wealth Advisors, LLC has made 4 purchases of GSST, at an average price of $50.19, for a total of 768,750.00 shares. In addition, there have been 2 sales at an average price of $50.30 for 127,361.00 shares. Based on historical transaction data and GSST's current price of $50.50, Amplius Wealth Advisors, LLC's estimated gain on his GSST holdings is $207,445.87, reflecting a 0.54% gain to date.

Amplius Wealth Advisors, LLC GSST ($50.50) Holding Chart

Amplius Wealth Advisors, LLC GSST ($50.50) 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