Copley Financial Group, Inc. ULST Holdings History
Number of Shares
53,164.00
Current Holdings Value*
$2.16 Mil
% of Portfolio
1.65%
Total Estimate Gain
$-3,905.14
% of Total Estimate Gain
-0.10%
Copley Financial Group, Inc.'s SPDR SSgA Ultra Short Term Bond ETF Holding Summary
As of 2025-03-31, Copley Financial Group, Inc. held 53,164.00 shares of SPDR SSgA Ultra Short Term Bond ETF(ULST), totaling $2.16 Mil. This investment constitutes 1.65% of their stock portfolio, and Copley Financial Group, Inc. now holds 0.33% of the outstanding SPDR SSgA Ultra Short Term Bond ETF(ULST) stock.
The initial trade took place in 2024Q3. In addition, there have been 2 sales at an average price of $40.51 for 38,846.00 shares. Based on historical transaction data and ULST's current price of $40.58, Copley Financial Group, Inc.'s estimated gain on his ULST holdings is $-3,905.14, reflecting a -0.10% gain to date.
Copley Financial Group, Inc. ULST ($40.58) Holding Chart
Copley Financial Group, Inc. ULST ($40.58) 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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