Number of Shares
13,410.00
Current Holdings Value*
$673,250.00
% of Portfolio
0.46%
Total Estimate Gain
$-367.25
% of Total Estimate Gain
-0.05%

Marshall & Sterling Wealth Advisors Inc.'s US Treasury 12 Month Bill ETF Holding Summary

As of 2025-03-31, Marshall & Sterling Wealth Advisors Inc. held 13,410.00 shares of US Treasury 12 Month Bill ETF(OBIL), totaling $673,250.00. This investment constitutes 0.46% of their stock portfolio, and Marshall & Sterling Wealth Advisors Inc. now holds 0.22% of the outstanding US Treasury 12 Month Bill ETF(OBIL) stock.

The initial trade took place in 2024Q4. And since then Marshall & Sterling Wealth Advisors Inc. has made 1 purchases of OBIL, at an average price of $50.11, for a total of 13,410.00 shares. Based on historical transaction data and OBIL's current price of $50.08, Marshall & Sterling Wealth Advisors Inc.'s estimated gain on his OBIL holdings is $-367.25, reflecting a -0.05% gain to date.

Marshall & Sterling Wealth Advisors Inc. OBIL ($50.08) Holding Chart

Marshall & Sterling Wealth Advisors Inc. OBIL ($50.08) 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 %

Top Ranked Articles

  • 1