Number of Shares
19,059.00
Current Holdings Value*
$1.90 Mil
% of Portfolio
2.27%
Total Estimate Gain
$-1,014.64
% of Total Estimate Gain
-0.05%

MILESTONE WEALTH, LLC's Goldman Sachs Access Treasury 0-1 Year ETF Holding Summary

As of 2022-09-30, MILESTONE WEALTH, LLC held 19,059.00 shares of Goldman Sachs Access Treasury 0-1 Year ETF(GBIL), totaling $1.90 Mil. This investment constitutes 2.27% of their stock portfolio, and MILESTONE WEALTH, LLC now holds 0.05% of the outstanding Goldman Sachs Access Treasury 0-1 Year ETF(GBIL) stock.

The initial trade took place in 2021Q4. And since then MILESTONE WEALTH, LLC has made 2 purchases of GBIL, at an average price of $100.05, for a total of 19,401.00 shares. In addition, there have been 1 sales at an average price of $99.98 for 342.00 shares. Based on historical transaction data and GBIL's current price of $100.00, MILESTONE WEALTH, LLC's estimated gain on his GBIL holdings is $-1,014.64, reflecting a -0.05% gain to date.

MILESTONE WEALTH, LLC GBIL ($100.00) Holding Chart

MILESTONE WEALTH, LLC GBIL ($100.00) 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