Marshall & Sterling Wealth Advisors Inc. UTWO Holdings History
Marshall & Sterling Wealth Advisors Inc.'s US Treasury 2 Year Note ETF Holding Summary
As of 2025-03-31, Marshall & Sterling Wealth Advisors Inc. held 39,537.00 shares of US Treasury 2 Year Note ETF(UTWO), totaling $1.92 Mil. This investment constitutes 1.3% of their stock portfolio, and Marshall & Sterling Wealth Advisors Inc. now holds 0.49% of the outstanding US Treasury 2 Year Note ETF(UTWO) stock.
The initial trade took place in 2024Q4. And since then Marshall & Sterling Wealth Advisors Inc. has made 1 purchases of UTWO, at an average price of $48.20, for a total of 39,537.00 shares. Based on historical transaction data and UTWO's current price of $48.32, Marshall & Sterling Wealth Advisors Inc.'s estimated gain on his UTWO holdings is $4,538.17, reflecting a 0.24% gain to date.
Marshall & Sterling Wealth Advisors Inc. UTWO ($48.32) Holding Chart
Marshall & Sterling Wealth Advisors Inc. UTWO ($48.32) 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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