Number of Shares
1.10 Mil
Current Holdings Value*
$49.53 Mil
% of Portfolio
3.88%
Total Estimate Gain
$-5.80 Mil
% of Total Estimate Gain
-4.19%

Executive Wealth Management, LLC's Goldman Sachs Access Investment Grade Corporate Bond ETF Holding Summary

As of 2024-12-31, Executive Wealth Management, LLC held 1.10 Mil shares of Goldman Sachs Access Investment Grade Corporate Bond ETF(GIGB), totaling $49.53 Mil. This investment constitutes 3.88% of their stock portfolio, and Executive Wealth Management, LLC now holds 5.78% of the outstanding Goldman Sachs Access Investment Grade Corporate Bond ETF(GIGB) stock.

The initial trade took place in 2021Q3. And since then Executive Wealth Management, LLC has made 9 purchases of GIGB, at an average price of $47.41, for a total of 2.92 Mil shares. In addition, there have been 5 sales at an average price of $45.24 for 1.82 Mil shares. Based on historical transaction data and GIGB's current price of $45.71, Executive Wealth Management, LLC's estimated gain on his GIGB holdings is $-5.80 Mil, reflecting a -4.19% gain to date.

Executive Wealth Management, LLC GIGB ($45.71) Holding Chart

Executive Wealth Management, LLC GIGB ($45.71) 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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