Number of Shares
114,341.00
Current Holdings Value*
$5.72 Mil
% of Portfolio
2.43%
Total Estimate Gain
$777.56
% of Total Estimate Gain
0.01%

WMG Financial Advisors, LLC's US Treasury 3 Month Bill ETF Holding Summary

As of 2025-03-31, WMG Financial Advisors, LLC held 114,341.00 shares of US Treasury 3 Month Bill ETF(TBIL), totaling $5.72 Mil. This investment constitutes 2.43% of their stock portfolio, and WMG Financial Advisors, LLC now holds 0.1% of the outstanding US Treasury 3 Month Bill ETF(TBIL) stock.

The initial trade took place in 2024Q2. And since then WMG Financial Advisors, LLC has made 4 purchases of TBIL, at an average price of $49.93, for a total of 114,341.00 shares. Based on historical transaction data and TBIL's current price of $49.94, WMG Financial Advisors, LLC's estimated gain on his TBIL holdings is $777.56, reflecting a 0.01% gain to date.

WMG Financial Advisors, LLC TBIL ($49.94) Holding Chart

WMG Financial Advisors, LLC TBIL ($49.94) 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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