Number of Shares
89,375.00
Current Holdings Value*
$4.33 Mil
% of Portfolio
1.48%
Total Estimate Gain
$-24,959.14
% of Total Estimate Gain
-0.46%

Empirical Asset Management, LLC's US Treasury 2 Year Note ETF Holding Summary

As of 2025-03-31, Empirical Asset Management, LLC held 89,375.00 shares of US Treasury 2 Year Note ETF(UTWO), totaling $4.33 Mil. This investment constitutes 1.48% of their stock portfolio, and Empirical Asset Management, LLC now holds 1.11% of the outstanding US Treasury 2 Year Note ETF(UTWO) stock.

The initial trade took place in 2023Q1. And since then Empirical Asset Management, LLC has made 6 purchases of UTWO, at an average price of $48.68, for a total of 110,424.00 shares. In addition, there have been 3 sales at an average price of $48.29 for 21,049.00 shares. Based on historical transaction data and UTWO's current price of $48.50, Empirical Asset Management, LLC's estimated gain on his UTWO holdings is $-24,959.14, reflecting a -0.46% gain to date.

Empirical Asset Management, LLC UTWO ($48.50) Holding Chart

Empirical Asset Management, LLC UTWO ($48.50) 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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