Number of Shares
424,540.00
Current Holdings Value*
$17.26 Mil
% of Portfolio
2.1%
Total Estimate Gain
$6,368.10
% of Total Estimate Gain
0.04%

TRUE Private Wealth Advisors's SPDR SSgA Ultra Short Term Bond ETF Holding Summary

As of 2025-03-31, TRUE Private Wealth Advisors held 424,540.00 shares of SPDR SSgA Ultra Short Term Bond ETF(ULST), totaling $17.26 Mil. This investment constitutes 2.1% of their stock portfolio, and TRUE Private Wealth Advisors now holds 2.67% of the outstanding SPDR SSgA Ultra Short Term Bond ETF(ULST) stock.

The initial trade took place in 2025Q1. And since then TRUE Private Wealth Advisors has made 1 purchases of ULST, at an average price of $40.51, for a total of 424,540.00 shares. Based on historical transaction data and ULST's current price of $40.53, TRUE Private Wealth Advisors's estimated gain on his ULST holdings is $6,368.10, reflecting a 0.04% gain to date.

TRUE Private Wealth Advisors ULST ($40.53) Holding Chart

TRUE Private Wealth Advisors ULST ($40.53) 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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