GeoWealth Management, LLC GTO Holdings History
GeoWealth Management, LLC's Invesco Total Return Bond ETF Holding Summary
As of 2025-03-31, GeoWealth Management, LLC held 32,494.00 shares of Invesco Total Return Bond ETF(GTO), totaling $1.52 Mil. This investment constitutes 0.06% of their stock portfolio, and GeoWealth Management, LLC now holds 0.08% of the outstanding Invesco Total Return Bond ETF(GTO) stock.
The initial trade took place in 2021Q3. And since then GeoWealth Management, LLC has made 7 purchases of GTO, at an average price of $47.31, for a total of 1.33 Mil shares. In addition, there have been 6 sales at an average price of $46.94 for 1.30 Mil shares. Based on historical transaction data and GTO's current price of $46.55, GeoWealth Management, LLC's estimated gain on his GTO holdings is $-511,533.63, reflecting a -0.81% gain to date.
GeoWealth Management, LLC GTO ($46.55) Holding Chart
GeoWealth Management, LLC GTO ($46.55) 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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