KWB Wealth GTO Holdings History
KWB Wealth's Invesco Total Return Bond ETF Holding Summary
As of 2025-06-30, KWB Wealth held 770,147.00 shares of Invesco Total Return Bond ETF(GTO), totaling $36.14 Mil. This investment constitutes 4.39% of their stock portfolio, and KWB Wealth now holds 1.82% of the outstanding Invesco Total Return Bond ETF(GTO) stock.
The initial trade took place in 2024Q1. And since then KWB Wealth has made 1 purchases of GTO, at an average price of $46.75, for a total of 810,122.00 shares. In addition, there have been 5 sales at an average price of $46.57 for 39,975.00 shares. Based on historical transaction data and GTO's current price of $46.51, KWB Wealth's estimated gain on his GTO holdings is $-195,485.27, reflecting a -0.52% gain to date.
KWB Wealth GTO ($46.51) Holding Chart
KWB Wealth GTO ($46.51) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
