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49 Wealth Management’s US Treasury 10 Year Note ETF UTEN Stock Holding History

49 Wealth Management’s Portfolio UTEN Stock Details UTEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-175,553
Closed -$7.54M – 194
2024
Q2 		$7.54M Buy
+175,553
New +$7.57M 1.49% 16

Other funds holding UTEN

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FMI
F/M Investments Washington, District of Columbia $1.51B AUM 25.86% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return

49 Wealth Management's UTEN Position: Q3 2024 in Review

49 Wealth Management sold out of US Treasury 10 Year Note ETF (UTEN) in Q3 2024, closing a stake of 175,553 shares — an estimated $7.54M sold.

49 Wealth Management first reported a position in UTEN in Q2 2024 and held it in 1 quarter. The position peaked at $7.54M in Q2 2024. 34 funds tracked by Wall St. Rank hold UTEN as of Q3 2024.

  • 49 Wealth Management reported no remaining US Treasury 10 Year Note ETF position as of Q3 2024 after selling out during the quarter.
  • 49 Wealth Management sold 175,553 US Treasury 10 Year Note ETF shares in Q3 2024, an estimated $7.54M.
  • 49 Wealth Management first reported a position in US Treasury 10 Year Note ETF in Q2 2024 and held it in 1 quarter.
  • 49 Wealth Management's US Treasury 10 Year Note ETF position peaked at $7.54M in Q2 2024.
  • 34 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q3 2024.

Based on 49 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.