Number of Shares
93,286.00
Current Holdings Value*
$4.68 Mil
% of Portfolio
4.33%
Total Estimate Gain
$-8,322.54
% of Total Estimate Gain
-0.17%

Copia Wealth Management's US Treasury 6 Month Bill ETF Holding Summary

As of 2025-03-31, Copia Wealth Management held 93,286.00 shares of US Treasury 6 Month Bill ETF(XBIL), totaling $4.68 Mil. This investment constitutes 4.33% of their stock portfolio, and Copia Wealth Management now holds 0.63% of the outstanding US Treasury 6 Month Bill ETF(XBIL) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $50.11 for 3,660.00 shares. Based on historical transaction data and XBIL's current price of $50.00, Copia Wealth Management's estimated gain on his XBIL holdings is $-8,322.54, reflecting a -0.17% gain to date.

Copia Wealth Management XBIL ($50.00) Holding Chart

Copia Wealth Management XBIL ($50.00) 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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