Number of Shares
126,653.00
Current Holdings Value*
$6.33 Mil
% of Portfolio
3.37%
Total Estimate Gain
$-10,166.46
% of Total Estimate Gain
-0.16%

Proactive Wealth Strategies LLC's US Treasury 3 Month Bill ETF Holding Summary

As of 2025-03-31, Proactive Wealth Strategies LLC held 126,653.00 shares of US Treasury 3 Month Bill ETF(TBIL), totaling $6.33 Mil. This investment constitutes 3.37% of their stock portfolio, and Proactive Wealth Strategies LLC now holds 0.12% of the outstanding US Treasury 3 Month Bill ETF(TBIL) stock.

The initial trade took place in 2024Q3. And since then Proactive Wealth Strategies LLC has made 2 purchases of TBIL, at an average price of $49.93, for a total of 126,653.00 shares. Based on historical transaction data and TBIL's current price of $49.85, Proactive Wealth Strategies LLC's estimated gain on his TBIL holdings is $-10,166.46, reflecting a -0.16% gain to date.

Proactive Wealth Strategies LLC TBIL ($49.85) Holding Chart

Proactive Wealth Strategies LLC TBIL ($49.85) 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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