Number of Shares
135,573.00
Current Holdings Value*
$6.62 Mil
% of Portfolio
7.9%
Total Estimate Gain
$3.42 Mil
% of Total Estimate Gain
41.23%

MILESTONE WEALTH, LLC's Goldman Sachs MarketBeta U.S. Equity ETF Holding Summary

As of 2022-09-30, MILESTONE WEALTH, LLC held 135,573.00 shares of Goldman Sachs MarketBeta U.S. Equity ETF(GSUS), totaling $6.62 Mil. This investment constitutes 7.9% of their stock portfolio, and MILESTONE WEALTH, LLC now holds 0.91% of the outstanding Goldman Sachs MarketBeta U.S. Equity ETF(GSUS) stock.

The initial trade took place in 2021Q4. And since then MILESTONE WEALTH, LLC has made 1 purchases of GSUS, at an average price of $59.79, for a total of 138,557.00 shares. In addition, there have been 2 sales at an average price of $57.13 for 2,984.00 shares. Based on historical transaction data and GSUS's current price of $85.04, MILESTONE WEALTH, LLC's estimated gain on his GSUS holdings is $3.42 Mil, reflecting a 41.23% gain to date.

MILESTONE WEALTH, LLC GSUS ($85.04) Holding Chart

MILESTONE WEALTH, LLC GSUS ($85.04) 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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