Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-319,935.82
% of Total Estimate Gain
-1.89%

Accurate Wealth Management, LLC's WisdomTree Bloomberg U.S. Dollar Bullish Fund Holding Summary

As of 2025-06-30, Accurate Wealth Management, LLC held - shares of WisdomTree Bloomberg U.S. Dollar Bullish Fund(USDU), totaling N/A. This investment constitutes 0% of their stock portfolio, and Accurate Wealth Management, LLC now holds 0% of the outstanding WisdomTree Bloomberg U.S. Dollar Bullish Fund(USDU) stock.

The initial trade took place in 2022Q1. And since then Accurate Wealth Management, LLC has made 3 purchases of USDU, at an average price of $26.78, for a total of 631,312.00 shares. In addition, there have been 5 sales at an average price of $26.27 for 631,312.00 shares. Based on historical transaction data and USDU's current price of $26.03, Accurate Wealth Management, LLC's estimated gain on his USDU holdings is $-319,935.82, reflecting a -1.89% gain to date.

Accurate Wealth Management, LLC USDU ($26.03) Holding Chart

Accurate Wealth Management, LLC USDU ($26.03) 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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