Number of Shares
31,221.00
Current Holdings Value*
$1.56 Mil
% of Portfolio
1.74%
Total Estimate Gain
$5,989.17
% of Total Estimate Gain
0.38%

Epic Trust Investment Advisors, LLC's Invesco Ultra Short Duration ETF Holding Summary

As of 2024-06-30, Epic Trust Investment Advisors, LLC held 31,221.00 shares of Invesco Ultra Short Duration ETF(GSY), totaling $1.56 Mil. This investment constitutes 1.74% of their stock portfolio, and Epic Trust Investment Advisors, LLC now holds -% of the outstanding Invesco Ultra Short Duration ETF(GSY) stock.

The initial trade took place in 2024Q1. And since then Epic Trust Investment Advisors, LLC has made 2 purchases of GSY, at an average price of $49.92, for a total of 31,221.00 shares. Based on historical transaction data and GSY's current price of $50.11, Epic Trust Investment Advisors, LLC's estimated gain on his GSY holdings is $5,989.17, reflecting a 0.38% gain to date.

Epic Trust Investment Advisors, LLC GSY ($50.11) Holding Chart

Epic Trust Investment Advisors, LLC GSY ($50.11) 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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