Number of Shares
34,264.00
Current Holdings Value*
$3.77 Mil
% of Portfolio
2.79%
Total Estimate Gain
$956,675.99
% of Total Estimate Gain
29.34%

Forbes Financial Planning, Inc.'s Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF Holding Summary

As of 2025-03-31, Forbes Financial Planning, Inc. held 34,264.00 shares of Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF(GSLC), totaling $3.77 Mil. This investment constitutes 2.79% of their stock portfolio, and Forbes Financial Planning, Inc. now holds 0.03% of the outstanding Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF(GSLC) stock.

The initial trade took place in 2023Q1. And since then Forbes Financial Planning, Inc. has made 9 purchases of GSLC, at an average price of $95.17, for a total of 34,264.00 shares. Based on historical transaction data and GSLC's current price of $123.09, Forbes Financial Planning, Inc.'s estimated gain on his GSLC holdings is $956,675.99, reflecting a 29.34% gain to date.

Forbes Financial Planning, Inc. GSLC ($123.09) Holding Chart

Forbes Financial Planning, Inc. GSLC ($123.09) 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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