U.S. Capital Wealth Advisors, LLC PIFI Holdings History
U.S. Capital Wealth Advisors, LLC's ClearShares Piton Intermediate Fixed Income ETF Holding Summary
As of 2025-03-31, U.S. Capital Wealth Advisors, LLC held 926,883.00 shares of ClearShares Piton Intermediate Fixed Income ETF(PIFI), totaling $86.98 Mil. This investment constitutes 2.66% of their stock portfolio, and U.S. Capital Wealth Advisors, LLC now holds 85.82% of the outstanding ClearShares Piton Intermediate Fixed Income ETF(PIFI) stock.
The initial trade took place in 2021Q3. And since then U.S. Capital Wealth Advisors, LLC has made 7 purchases of PIFI, at an average price of $97.60, for a total of 1.42 Mil shares. In addition, there have been 7 sales at an average price of $91.80 for 488,238.00 shares. Based on historical transaction data and PIFI's current price of $94.80, U.S. Capital Wealth Advisors, LLC's estimated gain on his PIFI holdings is $-5.43 Mil, reflecting a -3.93% gain to date.
U.S. Capital Wealth Advisors, LLC PIFI ($94.80) Holding Chart
U.S. Capital Wealth Advisors, LLC PIFI ($94.80) 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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