Insight Wealth Partners, LLC GTO Holdings History
Insight Wealth Partners, LLC's Invesco Total Return Bond ETF Holding Summary
As of 2025-03-31, Insight Wealth Partners, LLC held 101,293.00 shares of Invesco Total Return Bond ETF(GTO), totaling $4.75 Mil. This investment constitutes 0.79% of their stock portfolio, and Insight Wealth Partners, LLC now holds 0.25% of the outstanding Invesco Total Return Bond ETF(GTO) stock.
The initial trade took place in 2021Q3. And since then Insight Wealth Partners, LLC has made 11 purchases of GTO, at an average price of $55.73, for a total of 484,998.00 shares. In addition, there have been 4 sales at an average price of $53.06 for 383,705.00 shares. Based on historical transaction data and GTO's current price of $46.57, Insight Wealth Partners, LLC's estimated gain on his GTO holdings is $-1.95 Mil, reflecting a -7.22% gain to date.
Insight Wealth Partners, LLC GTO ($46.57) Holding Chart
Insight Wealth Partners, LLC GTO ($46.57) 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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