Leo Wealth, LLC GSLC Holdings History

Number of Shares
243,498.00
Current Holdings Value*
$26.80 Mil
% of Portfolio
3.85%
Total Estimate Gain
$12.82 Mil
% of Total Estimate Gain
27.60%

Leo Wealth, LLC's Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF Holding Summary

As of 2025-03-31, Leo Wealth, LLC held 243,498.00 shares of Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF(GSLC), totaling $26.80 Mil. This investment constitutes 3.85% of their stock portfolio, and Leo Wealth, LLC now holds 0.21% of the outstanding Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF(GSLC) stock.

The initial trade took place in 2023Q4. And since then Leo Wealth, LLC has made 3 purchases of GSLC, at an average price of $93.00, for a total of 499,369.00 shares. In addition, there have been 2 sales at an average price of $114.68 for 255,871.00 shares. Based on historical transaction data and GSLC's current price of $122.86, Leo Wealth, LLC's estimated gain on his GSLC holdings is $12.82 Mil, reflecting a 27.60% gain to date.

Leo Wealth, LLC GSLC ($122.86) Holding Chart

Leo Wealth, LLC GSLC ($122.86) 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