CAPSTONE WEALTH MANAGEMENT GROUP, LLC GSY Holdings History
CAPSTONE WEALTH MANAGEMENT GROUP, LLC's Invesco Ultra Short Duration ETF Holding Summary
As of 2025-03-31, CAPSTONE WEALTH MANAGEMENT GROUP, LLC held 266,903.00 shares of Invesco Ultra Short Duration ETF(GSY), totaling $13.38 Mil. This investment constitutes 7.63% of their stock portfolio, and CAPSTONE WEALTH MANAGEMENT GROUP, LLC now holds 0.48% of the outstanding Invesco Ultra Short Duration ETF(GSY) stock.
The initial trade took place in 2024Q4. And since then CAPSTONE WEALTH MANAGEMENT GROUP, LLC has made 2 purchases of GSY, at an average price of $50.14, for a total of 266,903.00 shares. Based on historical transaction data and GSY's current price of $50.17, CAPSTONE WEALTH MANAGEMENT GROUP, LLC's estimated gain on his GSY holdings is $7,671.06, reflecting a 0.06% gain to date.
CAPSTONE WEALTH MANAGEMENT GROUP, LLC GSY ($50.17) Holding Chart
CAPSTONE WEALTH MANAGEMENT GROUP, LLC GSY ($50.17) 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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