Number of Shares
27,180.00
Current Holdings Value*
$1.36 Mil
% of Portfolio
0.92%
Total Estimate Gain
$-267.09
% of Total Estimate Gain
-0.02%

Marshall & Sterling Wealth Advisors Inc.'s US Treasury 3 Month Bill ETF Holding Summary

As of 2025-03-31, Marshall & Sterling Wealth Advisors Inc. held 27,180.00 shares of US Treasury 3 Month Bill ETF(TBIL), totaling $1.36 Mil. This investment constitutes 0.92% of their stock portfolio, and Marshall & Sterling Wealth Advisors Inc. now holds 0.02% of the outstanding US Treasury 3 Month Bill ETF(TBIL) stock.

The initial trade took place in 2024Q4. And since then Marshall & Sterling Wealth Advisors Inc. has made 1 purchases of TBIL, at an average price of $49.94, for a total of 27,180.00 shares. Based on historical transaction data and TBIL's current price of $49.93, Marshall & Sterling Wealth Advisors Inc.'s estimated gain on his TBIL holdings is $-267.09, reflecting a -0.02% gain to date.

Marshall & Sterling Wealth Advisors Inc. TBIL ($49.93) Holding Chart

Marshall & Sterling Wealth Advisors Inc. TBIL ($49.93) 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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