Number of Shares
1,044.00
Current Holdings Value*
$570,220.00
% of Portfolio
0.13%
Total Estimate Gain
$1.30 Mil
% of Total Estimate Gain
95.27%

Independent Solutions Wealth Management, LLC's The Goldman Sachs Group Inc Holding Summary

As of 2025-03-31, Independent Solutions Wealth Management, LLC held 1,044.00 shares of The Goldman Sachs Group Inc(GS), totaling $570,220.00. This investment constitutes 0.13% of their stock portfolio, and Independent Solutions Wealth Management, LLC now holds 0% of the outstanding The Goldman Sachs Group Inc(GS) stock.

The initial trade took place in 2019Q4. And since then Independent Solutions Wealth Management, LLC has made 10 purchases of GS, at an average price of $271.33, for a total of 5,022.00 shares. In addition, there have been 11 sales at an average price of $480.76 for 3,978.00 shares. Based on historical transaction data and GS's current price of $716.72, Independent Solutions Wealth Management, LLC's estimated gain on his GS holdings is $1.30 Mil, reflecting a 95.27% gain to date.

Independent Solutions Wealth Management, LLC GS ($716.72) Holding Chart

Independent Solutions Wealth Management, LLC GS ($716.72) 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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