Number of Shares
147,214.00
Current Holdings Value*
$6.74 Mil
% of Portfolio
4.19%
Total Estimate Gain
$-1.18 Mil
% of Total Estimate Gain
-6.97%

HARVEST GROUP WEALTH MANAGEMENT, LLC's Goldman Sachs Access Investment Grade Corporate Bond ETF Holding Summary

As of 2023-03-31, HARVEST GROUP WEALTH MANAGEMENT, LLC held 147,214.00 shares of Goldman Sachs Access Investment Grade Corporate Bond ETF(GIGB), totaling $6.74 Mil. This investment constitutes 4.19% of their stock portfolio, and HARVEST GROUP WEALTH MANAGEMENT, LLC now holds 1.13% of the outstanding Goldman Sachs Access Investment Grade Corporate Bond ETF(GIGB) stock.

The initial trade took place in 2021Q2. And since then HARVEST GROUP WEALTH MANAGEMENT, LLC has made 2 purchases of GIGB, at an average price of $53.68, for a total of 315,555.00 shares. In addition, there have been 6 sales at an average price of $53.75 for 168,341.00 shares. Based on historical transaction data and GIGB's current price of $45.57, HARVEST GROUP WEALTH MANAGEMENT, LLC's estimated gain on his GIGB holdings is $-1.18 Mil, reflecting a -6.97% gain to date.

HARVEST GROUP WEALTH MANAGEMENT, LLC GIGB ($45.57) Holding Chart

HARVEST GROUP WEALTH MANAGEMENT, LLC GIGB ($45.57) 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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