Number of Shares
13,264.00
Current Holdings Value*
$1.02 Mil
% of Portfolio
1.08%
Total Estimate Gain
$73,039.68
% of Total Estimate Gain
2.27%

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's Goldman Sachs MarketBeta U.S. Equity ETF Holding Summary

As of 2025-03-31, STONEHAVEN WEALTH & TAX SOLUTIONS, LLC held 13,264.00 shares of Goldman Sachs MarketBeta U.S. Equity ETF(GSUS), totaling $1.02 Mil. This investment constitutes 1.08% of their stock portfolio, and STONEHAVEN WEALTH & TAX SOLUTIONS, LLC now holds 0.04% of the outstanding Goldman Sachs MarketBeta U.S. Equity ETF(GSUS) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $81.10 for 26,447.00 shares. Based on historical transaction data and GSUS's current price of $86.91, STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's estimated gain on his GSUS holdings is $73,039.68, reflecting a 2.27% gain to date.

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC GSUS ($86.91) Holding Chart

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC GSUS ($86.91) 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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