Number of Shares
121,608.00
Current Holdings Value*
$12.21 Mil
% of Portfolio
3.59%
Total Estimate Gain
$-7,504.27
% of Total Estimate Gain
-0.06%

Curtis Advisory Group, LLC's Global X 1-3 Month T-Bill ETF Holding Summary

As of 2025-03-31, Curtis Advisory Group, LLC held 121,608.00 shares of Global X 1-3 Month T-Bill ETF(CLIP), totaling $12.21 Mil. This investment constitutes 3.59% of their stock portfolio, and Curtis Advisory Group, LLC now holds 0.8% of the outstanding Global X 1-3 Month T-Bill ETF(CLIP) stock.

The initial trade took place in 2024Q2. And since then Curtis Advisory Group, LLC has made 3 purchases of CLIP, at an average price of $100.31, for a total of 122,823.00 shares. In addition, there have been 1 sales at an average price of $100.26 for 1,215.00 shares. Based on historical transaction data and CLIP's current price of $100.25, Curtis Advisory Group, LLC's estimated gain on his CLIP holdings is $-7,504.27, reflecting a -0.06% gain to date.

Curtis Advisory Group, LLC CLIP ($100.25) Holding Chart

Curtis Advisory Group, LLC CLIP ($100.25) 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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