Daner Wealth Management, LLC GSY Holdings History
Number of Shares
99,155.00
Current Holdings Value*
$4.97 Mil
% of Portfolio
3.64%
Total Estimate Gain
$12,890.15
% of Total Estimate Gain
0.26%
Daner Wealth Management, LLC's Invesco Ultra Short Duration ETF Holding Summary
As of 2024-12-31, Daner Wealth Management, LLC held 99,155.00 shares of Invesco Ultra Short Duration ETF(GSY), totaling $4.97 Mil. This investment constitutes 3.64% of their stock portfolio, and Daner Wealth Management, LLC now holds 0.2% of the outstanding Invesco Ultra Short Duration ETF(GSY) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and GSY's current price of $50.27, Daner Wealth Management, LLC's estimated gain on his GSY holdings is $12,890.15, reflecting a 0.26% gain to date.
Daner Wealth Management, LLC GSY ($50.27) Holding Chart
Daner Wealth Management, LLC 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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