Number of Shares
929,700.00
Current Holdings Value*
$46.49 Mil
% of Portfolio
2.48%
Total Estimate Gain
$10,809.26
% of Total Estimate Gain
0.02%

Obermeyer Wealth Partners's US Treasury 3 Month Bill ETF Holding Summary

As of 2025-03-31, Obermeyer Wealth Partners held 929,700.00 shares of US Treasury 3 Month Bill ETF(TBIL), totaling $46.49 Mil. This investment constitutes 2.48% of their stock portfolio, and Obermeyer Wealth Partners now holds 0.8% of the outstanding US Treasury 3 Month Bill ETF(TBIL) stock.

The initial trade took place in 2024Q1. And since then Obermeyer Wealth Partners has made 5 purchases of TBIL, at an average price of $49.93, for a total of 929,700.00 shares. Based on historical transaction data and TBIL's current price of $49.95, Obermeyer Wealth Partners's estimated gain on his TBIL holdings is $10,809.26, reflecting a 0.02% gain to date.

Obermeyer Wealth Partners TBIL ($49.95) Holding Chart

Obermeyer Wealth Partners TBIL ($49.95) 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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