Copia Wealth Management TBIL Holdings History
Number of Shares
123,865.00
Current Holdings Value*
$6.19 Mil
% of Portfolio
5.73%
Total Estimate Gain
$-9,865.17
% of Total Estimate Gain
-0.15%
Copia Wealth Management's US Treasury 3 Month Bill ETF Holding Summary
As of 2025-03-31, Copia Wealth Management held 123,865.00 shares of US Treasury 3 Month Bill ETF(TBIL), totaling $6.19 Mil. This investment constitutes 5.73% of their stock portfolio, and Copia Wealth Management now holds 0.11% of the outstanding US Treasury 3 Month Bill ETF(TBIL) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $49.94 for 4,403.00 shares. Based on historical transaction data and TBIL's current price of $49.85, Copia Wealth Management's estimated gain on his TBIL holdings is $-9,865.17, reflecting a -0.15% gain to date.
Copia Wealth Management TBIL ($49.85) Holding Chart
Copia Wealth Management TBIL ($49.85) 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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