Number of Shares
16,673.00
Current Holdings Value*
$781,800.00
% of Portfolio
0.48%
Total Estimate Gain
$-3,492.62
% of Total Estimate Gain
-0.05%

Financial Designs Corp's Invesco Total Return Bond ETF Holding Summary

As of 2025-06-30, Financial Designs Corp held 16,673.00 shares of Invesco Total Return Bond ETF(GTO), totaling $781,800.00. This investment constitutes 0.48% of their stock portfolio, and Financial Designs Corp now holds 0.04% of the outstanding Invesco Total Return Bond ETF(GTO) stock.

The initial trade took place in 2024Q1. And since then Financial Designs Corp has made 3 purchases of GTO, at an average price of $46.72, for a total of 153,222.00 shares. In addition, there have been 3 sales at an average price of $46.71 for 136,549.00 shares. Based on historical transaction data and GTO's current price of $46.52, Financial Designs Corp's estimated gain on his GTO holdings is $-3,492.62, reflecting a -0.05% gain to date.

Financial Designs Corp GTO ($46.52) Holding Chart

Financial Designs Corp GTO ($46.52) 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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