Number of Shares
232,373.00
Current Holdings Value*
$6.98 Mil
% of Portfolio
1.28%
Total Estimate Gain
$2.22 Mil
% of Total Estimate Gain
32.25%

Windsor Wealth Management, Inc.'s Goldman Sachs ActiveBeta International Equity ETF Holding Summary

As of 2023-09-30, Windsor Wealth Management, Inc. held 232,373.00 shares of Goldman Sachs ActiveBeta International Equity ETF(GSIE), totaling $6.98 Mil. This investment constitutes 1.28% of their stock portfolio, and Windsor Wealth Management, Inc. now holds 0.23% of the outstanding Goldman Sachs ActiveBeta International Equity ETF(GSIE) stock.

The initial trade took place in 2022Q2. And since then Windsor Wealth Management, Inc. has made 6 purchases of GSIE, at an average price of $29.58, for a total of 232,373.00 shares. Based on historical transaction data and GSIE's current price of $39.12, Windsor Wealth Management, Inc.'s estimated gain on his GSIE holdings is $2.22 Mil, reflecting a 32.25% gain to date.

Windsor Wealth Management, Inc. GSIE ($39.12) Holding Chart

Windsor Wealth Management, Inc. GSIE ($39.12) 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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