Number of Shares
2,668.00
Current Holdings Value*
$412,180.00
% of Portfolio
1.99%
Total Estimate Gain
$64,802.27
% of Total Estimate Gain
13.70%

Guggenheim StylePlus-Mid Growth Fund's Toll Brothers Inc Holding Summary

As of 2024-09-30, Guggenheim StylePlus-Mid Growth Fund held 2,668.00 shares of Toll Brothers Inc(TOL), totaling $412,180.00. This investment constitutes 1.99% of their stock portfolio, and Guggenheim StylePlus-Mid Growth Fund now holds 0% of the outstanding Toll Brothers Inc(TOL) stock.

The initial trade took place in 2020Q1. And since then Guggenheim StylePlus-Mid Growth Fund has made 7 purchases of TOL, at an average price of $65.64, for a total of 7,209.00 shares. In addition, there have been 4 sales at an average price of $49.26 for 4,541.00 shares. Based on historical transaction data and TOL's current price of $117.79, Guggenheim StylePlus-Mid Growth Fund's estimated gain on his TOL holdings is $64,802.27, reflecting a 13.70% gain to date.

Guggenheim StylePlus-Mid Growth Fund TOL ($117.79) Holding Chart

Guggenheim StylePlus-Mid Growth Fund TOL ($117.79) 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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