Beverly Hills Private Wealth, LLC GNMA Holdings History
Beverly Hills Private Wealth, LLC's iShares Barclays GNMA Bond Fund Holding Summary
As of 2025-03-31, Beverly Hills Private Wealth, LLC held 98,695.00 shares of iShares Barclays GNMA Bond Fund(GNMA), totaling $4.33 Mil. This investment constitutes 0.86% of their stock portfolio, and Beverly Hills Private Wealth, LLC now holds 1.23% of the outstanding iShares Barclays GNMA Bond Fund(GNMA) stock.
The initial trade took place in 2024Q3. And since then Beverly Hills Private Wealth, LLC has made 3 purchases of GNMA, at an average price of $43.89, for a total of 98,695.00 shares. Based on historical transaction data and GNMA's current price of $43.35, Beverly Hills Private Wealth, LLC's estimated gain on his GNMA holdings is $-53,015.98, reflecting a -1.22% gain to date.
Beverly Hills Private Wealth, LLC GNMA ($43.35) Holding Chart
Beverly Hills Private Wealth, LLC GNMA ($43.35) 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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