Number of Shares
239,068.00
Current Holdings Value*
$5.92 Mil
% of Portfolio
7.06%
Total Estimate Gain
$2.02 Mil
% of Total Estimate Gain
26.05%

MILESTONE WEALTH, LLC's Goldman Sachs ActiveBeta International Equity ETF Holding Summary

As of 2022-09-30, MILESTONE WEALTH, LLC held 239,068.00 shares of Goldman Sachs ActiveBeta International Equity ETF(GSIE), totaling $5.92 Mil. This investment constitutes 7.06% of their stock portfolio, and MILESTONE WEALTH, LLC now holds 0.24% of the outstanding Goldman Sachs ActiveBeta International Equity ETF(GSIE) stock.

The initial trade took place in 2021Q4. And since then MILESTONE WEALTH, LLC has made 1 purchases of GSIE, at an average price of $31.24, for a total of 247,812.00 shares. In addition, there have been 2 sales at an average price of $31.74 for 8,744.00 shares. Based on historical transaction data and GSIE's current price of $39.66, MILESTONE WEALTH, LLC's estimated gain on his GSIE holdings is $2.02 Mil, reflecting a 26.05% gain to date.

MILESTONE WEALTH, LLC GSIE ($39.66) Holding Chart

MILESTONE WEALTH, LLC GSIE ($39.66) 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