Number of Shares
16,017.00
Current Holdings Value*
$746,550.00
% of Portfolio
0.67%
Total Estimate Gain
$27,385.32
% of Total Estimate Gain
3.53%

Synergy Financial Group, LTD's Goldman Sachs S&P 500 Premium Income ETF Holding Summary

As of 2025-03-31, Synergy Financial Group, LTD held 16,017.00 shares of Goldman Sachs S&P 500 Premium Income ETF(GPIX), totaling $746,550.00. This investment constitutes 0.67% of their stock portfolio, and Synergy Financial Group, LTD now holds 0.4% of the outstanding Goldman Sachs S&P 500 Premium Income ETF(GPIX) stock.

The initial trade took place in 2024Q3. And since then Synergy Financial Group, LTD has made 3 purchases of GPIX, at an average price of $48.46, for a total of 16,017.00 shares. Based on historical transaction data and GPIX's current price of $50.17, Synergy Financial Group, LTD's estimated gain on his GPIX holdings is $27,385.32, reflecting a 3.53% gain to date.

Synergy Financial Group, LTD GPIX ($50.17) Holding Chart

Synergy Financial Group, LTD 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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