Proactive Wealth Strategies LLC GLD Holdings History
Proactive Wealth Strategies LLC's SPDR Gold Shares ETF Holding Summary
As of 2025-03-31, Proactive Wealth Strategies LLC held 4,577.00 shares of SPDR Gold Shares ETF(GLD), totaling $1.32 Mil. This investment constitutes 0.7% of their stock portfolio, and Proactive Wealth Strategies LLC now holds 0% of the outstanding SPDR Gold Shares ETF(GLD) stock.
The initial trade took place in 2024Q3. And since then Proactive Wealth Strategies LLC has made 1 purchases of GLD, at an average price of $231.70, for a total of 14,253.00 shares. In addition, there have been 1 sales at an average price of $264.45 for 9,676.00 shares. Based on historical transaction data and GLD's current price of $307.14, Proactive Wealth Strategies LLC's estimated gain on his GLD holdings is $662,125.50, reflecting a 20.05% gain to date.
Proactive Wealth Strategies LLC GLD ($307.14) Holding Chart
Proactive Wealth Strategies LLC GLD ($307.14) 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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