BEACON FINANCIAL PLANNING, INC GTO Holdings History
BEACON FINANCIAL PLANNING, INC's Invesco Total Return Bond ETF Holding Summary
As of 2025-03-31, BEACON FINANCIAL PLANNING, INC held 211,633.00 shares of Invesco Total Return Bond ETF(GTO), totaling $9.93 Mil. This investment constitutes 5.71% of their stock portfolio, and BEACON FINANCIAL PLANNING, INC now holds 0.53% of the outstanding Invesco Total Return Bond ETF(GTO) stock.
The initial trade took place in 2022Q4. And since then BEACON FINANCIAL PLANNING, INC has made 4 purchases of GTO, at an average price of $45.66, for a total of 269,955.00 shares. In addition, there have been 5 sales at an average price of $46.89 for 58,322.00 shares. Based on historical transaction data and GTO's current price of $46.56, BEACON FINANCIAL PLANNING, INC's estimated gain on his GTO holdings is $263,369.08, reflecting a 2.14% gain to date.
BEACON FINANCIAL PLANNING, INC GTO ($46.56) Holding Chart
BEACON FINANCIAL PLANNING, INC GTO ($46.56) 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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