Accurate Wealth Management, LLC CLIP Holdings History
Accurate Wealth Management, LLC's Global X 1-3 Month T-Bill ETF Holding Summary
As of 2025-03-31, Accurate Wealth Management, LLC held 331,909.00 shares of Global X 1-3 Month T-Bill ETF(CLIP), totaling $33.25 Mil. This investment constitutes 6.35% of their stock portfolio, and Accurate Wealth Management, LLC now holds 2.36% of the outstanding Global X 1-3 Month T-Bill ETF(CLIP) stock.
The initial trade took place in 2024Q3. And since then Accurate Wealth Management, LLC has made 3 purchases of CLIP, at an average price of $100.30, for a total of 331,909.00 shares. Based on historical transaction data and CLIP's current price of $100.33, Accurate Wealth Management, LLC's estimated gain on his CLIP holdings is $10,942.35, reflecting a 0.03% gain to date.
Accurate Wealth Management, LLC CLIP ($100.33) Holding Chart
Accurate Wealth Management, LLC CLIP ($100.33) 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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