Number of Shares
221,513.00
Current Holdings Value*
$15.73 Mil
% of Portfolio
18.79%
Total Estimate Gain
$5.36 Mil
% of Total Estimate Gain
17.93%

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

As of 2022-09-30, MILESTONE WEALTH, LLC held 221,513.00 shares of Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF(GSLC), totaling $15.73 Mil. This investment constitutes 18.79% of their stock portfolio, and MILESTONE WEALTH, LLC now holds 0.16% of the outstanding Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF(GSLC) stock.

The initial trade took place in 2021Q4. In addition, there have been 3 sales at an average price of $81.49 for 104,398.00 shares. Based on historical transaction data and GSLC's current price of $120.74, MILESTONE WEALTH, LLC's estimated gain on his GSLC holdings is $5.36 Mil, reflecting a 17.93% gain to date.

MILESTONE WEALTH, LLC GSLC ($120.74) Holding Chart

MILESTONE WEALTH, LLC GSLC ($120.74) 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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