Number of Shares
42,944.00
Current Holdings Value*
$2.15 Mil
% of Portfolio
1.65%
Total Estimate Gain
$7,873.63
% of Total Estimate Gain
0.21%

Copley Financial Group, Inc.'s Invesco Ultra Short Duration ETF Holding Summary

As of 2025-03-31, Copley Financial Group, Inc. held 42,944.00 shares of Invesco Ultra Short Duration ETF(GSY), totaling $2.15 Mil. This investment constitutes 1.65% of their stock portfolio, and Copley Financial Group, Inc. now holds 0.08% of the outstanding Invesco Ultra Short Duration ETF(GSY) stock.

The initial trade took place in 2024Q3. In addition, there have been 2 sales at an average price of $50.14 for 31,392.00 shares. Based on historical transaction data and GSY's current price of $50.27, Copley Financial Group, Inc.'s estimated gain on his GSY holdings is $7,873.63, reflecting a 0.21% gain to date.

Copley Financial Group, Inc. GSY ($50.27) Holding Chart

Copley Financial Group, Inc. GSY ($50.27) 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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