Number of Shares
391,544.00
Current Holdings Value*
$43.10 Mil
% of Portfolio
29.07%
Total Estimate Gain
$9.79 Mil
% of Total Estimate Gain
25.73%

Evergreen Wealth Solutions, LLC's Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF Holding Summary

As of 2025-03-31, Evergreen Wealth Solutions, LLC held 391,544.00 shares of Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF(GSLC), totaling $43.10 Mil. This investment constitutes 29.07% of their stock portfolio, and Evergreen Wealth Solutions, LLC now holds 0.34% of the outstanding Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF(GSLC) stock.

The initial trade took place in 2021Q4. And since then Evergreen Wealth Solutions, LLC has made 11 purchases of GSLC, at an average price of $97.11, for a total of 391,890.00 shares. In addition, there have been 2 sales at an average price of $83.04 for 346.00 shares. Based on historical transaction data and GSLC's current price of $122.13, Evergreen Wealth Solutions, LLC's estimated gain on his GSLC holdings is $9.79 Mil, reflecting a 25.73% gain to date.

Evergreen Wealth Solutions, LLC GSLC ($122.13) Holding Chart

Evergreen Wealth Solutions, LLC GSLC ($122.13) 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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