Number of Shares
61,636.00
Current Holdings Value*
$2.66 Mil
% of Portfolio
3.17%
Total Estimate Gain
$-1.16 Mil
% of Total Estimate Gain
-13.80%

MILESTONE WEALTH, LLC's Goldman Sachs Access Investment Grade Corporate Bond ETF Holding Summary

As of 2022-09-30, MILESTONE WEALTH, LLC held 61,636.00 shares of Goldman Sachs Access Investment Grade Corporate Bond ETF(GIGB), totaling $2.66 Mil. This investment constitutes 3.17% of their stock portfolio, and MILESTONE WEALTH, LLC now holds 0.52% of the outstanding Goldman Sachs Access Investment Grade Corporate Bond ETF(GIGB) stock.

The initial trade took place in 2021Q4. In addition, there have been 3 sales at an average price of $46.92 for 94,065.00 shares. Based on historical transaction data and GIGB's current price of $45.87, MILESTONE WEALTH, LLC's estimated gain on his GIGB holdings is $-1.16 Mil, reflecting a -13.80% gain to date.

MILESTONE WEALTH, LLC GIGB ($45.87) Holding Chart

MILESTONE WEALTH, LLC GIGB ($45.87) 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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