Number of Shares
55,330.00
Current Holdings Value*
$6.09 Mil
% of Portfolio
5.04%
Total Estimate Gain
$2.80 Mil
% of Total Estimate Gain
9.35%

Archvest Wealth Advisors, Inc.'s Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF Holding Summary

As of 2025-03-31, Archvest Wealth Advisors, Inc. held 55,330.00 shares of Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF(GSLC), totaling $6.09 Mil. This investment constitutes 5.04% of their stock portfolio, and Archvest Wealth Advisors, Inc. now holds 0.05% of the outstanding Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF(GSLC) stock.

The initial trade took place in 2021Q4. And since then Archvest Wealth Advisors, Inc. has made 4 purchases of GSLC, at an average price of $89.07, for a total of 336,097.00 shares. In addition, there have been 9 sales at an average price of $92.33 for 280,767.00 shares. Based on historical transaction data and GSLC's current price of $123.09, Archvest Wealth Advisors, Inc.'s estimated gain on his GSLC holdings is $2.80 Mil, reflecting a 9.35% gain to date.

Archvest Wealth Advisors, Inc. GSLC ($123.09) Holding Chart

Archvest Wealth Advisors, Inc. GSLC ($123.09) 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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