Number of Shares
239,803.00
Current Holdings Value*
$6.66 Mil
% of Portfolio
2.75%
Total Estimate Gain
$-1.35 Mil
% of Total Estimate Gain
-21.72%

ODonnell Financial Services, LLC's Strategy Shares Gold-Hedged Bond ETF Holding Summary

As of 2025-03-31, ODonnell Financial Services, LLC held 239,803.00 shares of Strategy Shares Gold-Hedged Bond ETF(GLDB), totaling $6.66 Mil. This investment constitutes 2.75% of their stock portfolio, and ODonnell Financial Services, LLC now holds 34.26% of the outstanding Strategy Shares Gold-Hedged Bond ETF(GLDB) stock.

The initial trade took place in 2025Q1. And since then ODonnell Financial Services, LLC has made 1 purchases of GLDB, at an average price of $25.87, for a total of 239,803.00 shares. Based on historical transaction data and GLDB's current price of $20.25, ODonnell Financial Services, LLC's estimated gain on his GLDB holdings is $-1.35 Mil, reflecting a -21.72% gain to date.

ODonnell Financial Services, LLC GLDB ($20.25) Holding Chart

ODonnell Financial Services, LLC GLDB ($20.25) 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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