ALTFEST L J & CO INC UTEN Holdings History
ALTFEST L J & CO INC's US Treasury 10 Year Note ETF Holding Summary
As of 2025-03-31, ALTFEST L J & CO INC held 645,388.00 shares of US Treasury 10 Year Note ETF(UTEN), totaling $28.34 Mil. This investment constitutes 3.55% of their stock portfolio, and ALTFEST L J & CO INC now holds 14.7% of the outstanding US Treasury 10 Year Note ETF(UTEN) stock.
The initial trade took place in 2023Q1. And since then ALTFEST L J & CO INC has made 8 purchases of UTEN, at an average price of $44.70, for a total of 687,660.00 shares. In addition, there have been 2 sales at an average price of $43.23 for 42,272.00 shares. Based on historical transaction data and UTEN's current price of $43.77, ALTFEST L J & CO INC's estimated gain on his UTEN holdings is $-667,998.42, reflecting a -2.17% gain to date.
ALTFEST L J & CO INC UTEN ($43.77) Holding Chart
ALTFEST L J & CO INC UTEN ($43.77) 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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