Number of Shares
336,056.00
Current Holdings Value*
$16.71 Mil
% of Portfolio
4.51%
Total Estimate Gain
$-92,977.60
% of Total Estimate Gain
-0.27%

ATTICUS WEALTH MANAGEMENT, LLC's NEOS Enhanced Income 1-3 Month T-Bill ETF Holding Summary

As of 2025-06-30, ATTICUS WEALTH MANAGEMENT, LLC held 336,056.00 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF(CSHI), totaling $16.71 Mil. This investment constitutes 4.51% of their stock portfolio, and ATTICUS WEALTH MANAGEMENT, LLC now holds 3.16% of the outstanding NEOS Enhanced Income 1-3 Month T-Bill ETF(CSHI) stock.

The initial trade took place in 2023Q3. And since then ATTICUS WEALTH MANAGEMENT, LLC has made 4 purchases of CSHI, at an average price of $49.98, for a total of 677,537.00 shares. In addition, there have been 4 sales at an average price of $49.82 for 341,481.00 shares. Based on historical transaction data and CSHI's current price of $49.86, ATTICUS WEALTH MANAGEMENT, LLC's estimated gain on his CSHI holdings is $-92,977.60, reflecting a -0.27% gain to date.

ATTICUS WEALTH MANAGEMENT, LLC CSHI ($49.86) Holding Chart

ATTICUS WEALTH MANAGEMENT, LLC CSHI ($49.86) 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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