Foguth Wealth Management, LLC. UFIV Holdings History
Foguth Wealth Management, LLC.'s US Treasury 5 Year Note ETF Holding Summary
As of 2025-03-31, Foguth Wealth Management, LLC. held 204,113.00 shares of US Treasury 5 Year Note ETF(UFIV), totaling $9.98 Mil. This investment constitutes 2.42% of their stock portfolio, and Foguth Wealth Management, LLC. now holds 20.41% of the outstanding US Treasury 5 Year Note ETF(UFIV) stock.
The initial trade took place in 2024Q1. And since then Foguth Wealth Management, LLC. has made 2 purchases of UFIV, at an average price of $48.43, for a total of 325,852.00 shares. In addition, there have been 2 sales at an average price of $48.92 for 121,739.00 shares. Based on historical transaction data and UFIV's current price of $48.81, Foguth Wealth Management, LLC.'s estimated gain on his UFIV holdings is $136,506.28, reflecting a 0.86% gain to date.
Foguth Wealth Management, LLC. UFIV ($48.81) Holding Chart
Foguth Wealth Management, LLC. UFIV ($48.81) 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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