Number of Shares
4,174.00
Current Holdings Value*
$418,150.00
% of Portfolio
0.38%
Total Estimate Gain
$2,752.15
% of Total Estimate Gain
0.21%

Synergy Financial Group, LTD's Goldman Sachs Access Treasury 0-1 Year ETF Holding Summary

As of 2025-03-31, Synergy Financial Group, LTD held 4,174.00 shares of Goldman Sachs Access Treasury 0-1 Year ETF(GBIL), totaling $418,150.00. This investment constitutes 0.38% of their stock portfolio, and Synergy Financial Group, LTD now holds 0.01% of the outstanding Goldman Sachs Access Treasury 0-1 Year ETF(GBIL) stock.

The initial trade took place in 2022Q3. And since then Synergy Financial Group, LTD has made 8 purchases of GBIL, at an average price of $99.74, for a total of 12,879.00 shares. In addition, there have been 3 sales at an average price of $99.91 for 8,705.00 shares. Based on historical transaction data and GBIL's current price of $100.04, Synergy Financial Group, LTD's estimated gain on his GBIL holdings is $2,752.15, reflecting a 0.21% gain to date.

Synergy Financial Group, LTD GBIL ($100.04) Holding Chart

Synergy Financial Group, LTD GBIL ($100.04) 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 %

Top Ranked Articles

  • 1