National Wealth Management Group, LLC GSY Holdings History
National Wealth Management Group, LLC's Invesco Ultra Short Duration ETF Holding Summary
As of 2025-03-31, National Wealth Management Group, LLC held 10,110.00 shares of Invesco Ultra Short Duration ETF(GSY), totaling $506,730.00. This investment constitutes 0.33% of their stock portfolio, and National Wealth Management Group, LLC now holds 0.02% of the outstanding Invesco Ultra Short Duration ETF(GSY) stock.
The initial trade took place in 2023Q2. And since then National Wealth Management Group, LLC has made 3 purchases of GSY, at an average price of $49.79, for a total of 83,743.00 shares. In addition, there have been 5 sales at an average price of $50.04 for 73,633.00 shares. Based on historical transaction data and GSY's current price of $50.14, National Wealth Management Group, LLC's estimated gain on his GSY holdings is $21,549.27, reflecting a 0.52% gain to date.
National Wealth Management Group, LLC GSY ($50.14) Holding Chart
National Wealth Management Group, LLC GSY ($50.14) 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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