PERSPECTIVE WEALTH ADVISORS LLC
Position in UTRE — US Treasury 3 Year Note ETF
CIK 2080427
LOVELAND, CO
All Filings in UTRE
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 UTRE | $201,132 | 4,065 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 UTRE | $202,230 | 4,058 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||