Sculati Wealth Management, LLC SCUS Holdings History
Sculati Wealth Management, LLC's Schwab Ultra-Short Income ETF Holding Summary
As of 2025-03-31, Sculati Wealth Management, LLC held 41,828.00 shares of Schwab Ultra-Short Income ETF(SCUS), totaling $1.05 Mil. This investment constitutes 0.43% of their stock portfolio, and Sculati Wealth Management, LLC now holds 1.16% of the outstanding Schwab Ultra-Short Income ETF(SCUS) stock.
The initial trade took place in 2024Q3. And since then Sculati Wealth Management, LLC has made 2 purchases of SCUS, at an average price of $25.15, for a total of 67,382.00 shares. In addition, there have been 1 sales at an average price of $25.15 for 25,554.00 shares. Based on historical transaction data and SCUS's current price of $25.13, Sculati Wealth Management, LLC's estimated gain on his SCUS holdings is $-504.10, reflecting a -0.03% gain to date.
Sculati Wealth Management, LLC SCUS ($25.13) Holding Chart
Sculati Wealth Management, LLC SCUS ($25.13) 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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