MILESTONE WEALTH, LLC GTIP Holdings History
Number of Shares
51,545.00
Current Holdings Value*
$2.46 Mil
% of Portfolio
2.93%
Total Estimate Gain
$-468,950.92
% of Total Estimate Gain
-14.18%
MILESTONE WEALTH, LLC's Goldman Sachs Access Inflation Protected USD Bond ETF Holding Summary
As of 2022-09-30, MILESTONE WEALTH, LLC held 51,545.00 shares of Goldman Sachs Access Inflation Protected USD Bond ETF(GTIP), totaling $2.46 Mil. This investment constitutes 2.93% of their stock portfolio, and MILESTONE WEALTH, LLC now holds 1.79% of the outstanding Goldman Sachs Access Inflation Protected USD Bond ETF(GTIP) stock.
The initial trade took place in 2021Q4. In addition, there have been 3 sales at an average price of $53.39 for 5,436.00 shares. Based on historical transaction data and GTIP's current price of $49.41, MILESTONE WEALTH, LLC's estimated gain on his GTIP holdings is $-468,950.92, reflecting a -14.18% gain to date.
MILESTONE WEALTH, LLC GTIP ($49.41) Holding Chart
MILESTONE WEALTH, LLC GTIP ($49.41) 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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