Number of Shares
4,834.00
Current Holdings Value*
$225,310.00
% of Portfolio
0.01%
Total Estimate Gain
$-168,365.36
% of Total Estimate Gain
-1.46%

Robertson Stephens Wealth Management, LLC's Goldman Sachs S&P 500 Premium Income ETF Holding Summary

As of 2025-03-31, Robertson Stephens Wealth Management, LLC held 4,834.00 shares of Goldman Sachs S&P 500 Premium Income ETF(GPIX), totaling $225,310.00. This investment constitutes 0.01% of their stock portfolio, and Robertson Stephens Wealth Management, LLC now holds 0.12% of the outstanding Goldman Sachs S&P 500 Premium Income ETF(GPIX) stock.

The initial trade took place in 2024Q4. And since then Robertson Stephens Wealth Management, LLC has made 1 purchases of GPIX, at an average price of $49.71, for a total of 232,286.00 shares. In addition, there have been 1 sales at an average price of $48.96 for 227,452.00 shares. Based on historical transaction data and GPIX's current price of $50.17, Robertson Stephens Wealth Management, LLC's estimated gain on his GPIX holdings is $-168,365.36, reflecting a -1.46% gain to date.

Robertson Stephens Wealth Management, LLC GPIX ($50.17) Holding Chart

Robertson Stephens Wealth Management, LLC GPIX ($50.17) 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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