Peterson Wealth Advisors, LLC CLIP Holdings History
Peterson Wealth Advisors, LLC's Global X 1-3 Month T-Bill ETF Holding Summary
As of 2025-06-30, Peterson Wealth Advisors, LLC held 246,717.00 shares of Global X 1-3 Month T-Bill ETF(CLIP), totaling $24.78 Mil. This investment constitutes 4.09% of their stock portfolio, and Peterson Wealth Advisors, LLC now holds 1.63% of the outstanding Global X 1-3 Month T-Bill ETF(CLIP) stock.
The initial trade took place in 2024Q3. And since then Peterson Wealth Advisors, LLC has made 4 purchases of CLIP, at an average price of $100.30, for a total of 246,717.00 shares. Based on historical transaction data and CLIP's current price of $100.27, Peterson Wealth Advisors, LLC's estimated gain on his CLIP holdings is $-6,471.09, reflecting a -0.03% gain to date.
Peterson Wealth Advisors, LLC CLIP ($100.27) Holding Chart
Peterson Wealth Advisors, LLC CLIP ($100.27) 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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