Sterling Wealth Management, Inc. DUSB Holdings History
Sterling Wealth Management, Inc.'s Dimensional Ultrashort Fixed Income ETF Holding Summary
As of 2024-12-31, Sterling Wealth Management, Inc. held 499,124.00 shares of Dimensional Ultrashort Fixed Income ETF(DUSB), totaling $25.25 Mil. This investment constitutes 9.33% of their stock portfolio, and Sterling Wealth Management, Inc. now holds 2.46% of the outstanding Dimensional Ultrashort Fixed Income ETF(DUSB) stock.
The initial trade took place in 2023Q4. And since then Sterling Wealth Management, Inc. has made 4 purchases of DUSB, at an average price of $50.33, for a total of 499,124.00 shares. Based on historical transaction data and DUSB's current price of $50.85, Sterling Wealth Management, Inc.'s estimated gain on his DUSB holdings is $260,134.83, reflecting a 1.04% gain to date.
Sterling Wealth Management, Inc. DUSB ($50.85) Holding Chart
Sterling Wealth Management, Inc. DUSB ($50.85) 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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