Number of Shares
75,220.00
Current Holdings Value*
$3.80 Mil
% of Portfolio
4.54%
Total Estimate Gain
$68,363.94
% of Total Estimate Gain
1.19%

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

As of 2022-09-30, MILESTONE WEALTH, LLC held 75,220.00 shares of Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF(GSSC), totaling $3.80 Mil. This investment constitutes 4.54% of their stock portfolio, and MILESTONE WEALTH, LLC now holds 0.94% of the outstanding Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF(GSSC) stock.

The initial trade took place in 2021Q4. In addition, there have been 3 sales at an average price of $57.31 for 11,460.00 shares. Based on historical transaction data and GSSC's current price of $68.36, MILESTONE WEALTH, LLC's estimated gain on his GSSC holdings is $68,363.94, reflecting a 1.19% gain to date.

MILESTONE WEALTH, LLC GSSC ($68.36) Holding Chart

MILESTONE WEALTH, LLC GSSC ($68.36) 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