PALO ALTO WEALTH ADVISORS, LLC GSIE Holdings History
PALO ALTO WEALTH ADVISORS, LLC's Goldman Sachs ActiveBeta International Equity ETF Holding Summary
As of 2025-03-31, PALO ALTO WEALTH ADVISORS, LLC held 195,491.00 shares of Goldman Sachs ActiveBeta International Equity ETF(GSIE), totaling $7.45 Mil. This investment constitutes 2.9% of their stock portfolio, and PALO ALTO WEALTH ADVISORS, LLC now holds 0.19% of the outstanding Goldman Sachs ActiveBeta International Equity ETF(GSIE) stock.
The initial trade took place in 2022Q4. And since then PALO ALTO WEALTH ADVISORS, LLC has made 4 purchases of GSIE, at an average price of $28.00, for a total of 277,662.00 shares. In addition, there have been 5 sales at an average price of $31.88 for 82,171.00 shares. Based on historical transaction data and GSIE's current price of $39.90, PALO ALTO WEALTH ADVISORS, LLC's estimated gain on his GSIE holdings is $2.64 Mil, reflecting a 34.02% gain to date.
PALO ALTO WEALTH ADVISORS, LLC GSIE ($39.90) Holding Chart
PALO ALTO WEALTH ADVISORS, LLC GSIE ($39.90) 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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