Number of Shares
134,742.00
Current Holdings Value*
$6.32 Mil
% of Portfolio
3.02%
Total Estimate Gain
$236,450.38
% of Total Estimate Gain
0.87%

LANDMARK WEALTH MANAGEMENT, INC.'s Invesco Total Return Bond ETF Holding Summary

As of 2025-03-31, LANDMARK WEALTH MANAGEMENT, INC. held 134,742.00 shares of Invesco Total Return Bond ETF(GTO), totaling $6.32 Mil. This investment constitutes 3.02% of their stock portfolio, and LANDMARK WEALTH MANAGEMENT, INC. now holds 0.33% of the outstanding Invesco Total Return Bond ETF(GTO) stock.

The initial trade took place in 2024Q2. And since then LANDMARK WEALTH MANAGEMENT, INC. has made 2 purchases of GTO, at an average price of $46.28, for a total of 585,286.00 shares. In addition, there have been 2 sales at an average price of $46.74 for 450,544.00 shares. Based on historical transaction data and GTO's current price of $46.49, LANDMARK WEALTH MANAGEMENT, INC.'s estimated gain on his GTO holdings is $236,450.38, reflecting a 0.87% gain to date.

LANDMARK WEALTH MANAGEMENT, INC. GTO ($46.49) Holding Chart

LANDMARK WEALTH MANAGEMENT, INC. GTO ($46.49) 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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