Truadvice, LLC UFIV Holdings History
Number of Shares
51,147.00
Current Holdings Value*
$2.44 Mil
% of Portfolio
1%
Total Estimate Gain
$23,583.88
% of Total Estimate Gain
0.95%
Truadvice, LLC's US Treasury 5 Year Note ETF Holding Summary
As of 2023-09-30, Truadvice, LLC held 51,147.00 shares of US Treasury 5 Year Note ETF(UFIV), totaling $2.44 Mil. This investment constitutes 1% of their stock portfolio, and Truadvice, LLC now holds 255.74% of the outstanding US Treasury 5 Year Note ETF(UFIV) stock.
The initial trade took place in 2023Q3. And since then Truadvice, LLC has made 1 purchases of UFIV, at an average price of $48.40, for a total of 51,147.00 shares. Based on historical transaction data and UFIV's current price of $48.86, Truadvice, LLC's estimated gain on his UFIV holdings is $23,583.88, reflecting a 0.95% gain to date.
Truadvice, LLC UFIV ($48.86) Holding Chart
Truadvice, LLC UFIV ($48.86) 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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