Number of Shares
103,792.00
Current Holdings Value*
$5.15 Mil
% of Portfolio
3.94%
Total Estimate Gain
$-46,965.92
% of Total Estimate Gain
-0.24%

Precision Wealth Strategies, LLC's NEOS Enhanced Income 1-3 Month T-Bill ETF Holding Summary

As of 2025-03-31, Precision Wealth Strategies, LLC held 103,792.00 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF(CSHI), totaling $5.15 Mil. This investment constitutes 3.94% of their stock portfolio, and Precision Wealth Strategies, LLC now holds 1.03% of the outstanding NEOS Enhanced Income 1-3 Month T-Bill ETF(CSHI) stock.

The initial trade took place in 2023Q3. And since then Precision Wealth Strategies, LLC has made 3 purchases of CSHI, at an average price of $50.00, for a total of 395,812.00 shares. In addition, there have been 4 sales at an average price of $49.91 for 292,020.00 shares. Based on historical transaction data and CSHI's current price of $49.80, Precision Wealth Strategies, LLC's estimated gain on his CSHI holdings is $-46,965.92, reflecting a -0.24% gain to date.

Precision Wealth Strategies, LLC CSHI ($49.80) Holding Chart

Precision Wealth Strategies, LLC CSHI ($49.80) 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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