Number of Shares
39,537.00
Current Holdings Value*
$1.92 Mil
% of Portfolio
1.3%
Total Estimate Gain
$5,328.92
% of Total Estimate Gain
0.28%

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 $48.34, Marshall & Sterling Wealth Advisors Inc.'s estimated gain on his UTWO holdings is $5,328.92, reflecting a 0.28% gain to date.

Marshall & Sterling Wealth Advisors Inc. UTWO ($48.34) Holding Chart

Marshall & Sterling Wealth Advisors Inc. UTWO ($48.34) 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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