Number of Shares
71,905.00
Current Holdings Value*
$7.92 Mil
% of Portfolio
6.52%
Total Estimate Gain
$2.56 Mil
% of Total Estimate Gain
33.71%

Bennett Associates Wealth Management's Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF Holding Summary

As of 2025-03-31, Bennett Associates Wealth Management held 71,905.00 shares of Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF(GSLC), totaling $7.92 Mil. This investment constitutes 6.52% of their stock portfolio, and Bennett Associates Wealth Management now holds 0.06% of the outstanding Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF(GSLC) stock.

The initial trade took place in 2023Q4. And since then Bennett Associates Wealth Management has made 2 purchases of GSLC, at an average price of $90.10, for a total of 84,160.00 shares. In addition, there have been 3 sales at an average price of $105.07 for 12,255.00 shares. Based on historical transaction data and GSLC's current price of $123.09, Bennett Associates Wealth Management's estimated gain on his GSLC holdings is $2.56 Mil, reflecting a 33.71% gain to date.

Bennett Associates Wealth Management GSLC ($123.09) Holding Chart

Bennett Associates Wealth Management 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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