Number of Shares
144,463.00
Current Holdings Value*
$4.68 Mil
% of Portfolio
1.27%
Total Estimate Gain
$-495,691.16
% of Total Estimate Gain
-9.75%

Twelve Points Wealth Management LLC's SPDR ICE Preferred Securities ETF Holding Summary

As of 2025-03-31, Twelve Points Wealth Management LLC held 144,463.00 shares of SPDR ICE Preferred Securities ETF(PSK), totaling $4.68 Mil. This investment constitutes 1.27% of their stock portfolio, and Twelve Points Wealth Management LLC now holds 0.56% of the outstanding SPDR ICE Preferred Securities ETF(PSK) stock.

The initial trade took place in 2021Q4. And since then Twelve Points Wealth Management LLC has made 13 purchases of PSK, at an average price of $35.19, for a total of 144,463.00 shares. Based on historical transaction data and PSK's current price of $31.76, Twelve Points Wealth Management LLC's estimated gain on his PSK holdings is $-495,691.16, reflecting a -9.75% gain to date.

Twelve Points Wealth Management LLC PSK ($31.76) Holding Chart

Twelve Points Wealth Management LLC PSK ($31.76) 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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