Vertex Planning Partners, LLC Spdr Bloomberg 3 12 Month T Bi Transaction History

Vertex Planning Partners, LLC

$418 Billion
Q3 2024

A detailed history of Vertex Planning Partners, LLC transactions in Spdr Bloomberg 3 12 Month T Bi stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 3,128 shares of BILS stock, worth $310,610. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,128

Previous 3,933 20.47%

Holding current value

$310,610

Previous $391 Million 20.3%

% of portfolio

0.07%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	SELL	$98.97 - $99.59 $79,670 - $80,169	-805 Reduced 20.47%	3,128 $311 Million
Q2 2024 Aug 13, 2024	SELL	$98.98 - $99.4 $75,620 - $75,941	-764 Reduced 16.27%	3,933 $391 Million
Q1 2024 May 13, 2024	SELL	$99.05 - $99.53 $74,881 - $75,244	-756 Reduced 13.86%	4,697 $467 Million
Q4 2023 Feb 14, 2024	BUY	$98.89 - $99.53 $2,274 - $2,289	23 Added 0.42%	5,453 $541 Million
Q3 2023 Nov 14, 2023	BUY	$99.03 - $99.47 $35,452 - $35,610	358 Added 7.06%	5,430 $540 Million
Q2 2023 Aug 14, 2023	BUY	$99.07 - $99.51 $112,345 - $112,844	1,134 Added 28.8%	5,072 $504 Million
Q1 2023 May 16, 2023	BUY	$99.12 - $99.61 $390,334 - $392,264	3,938 New	3,938 $392 Million

Others Institutions Holding BILS

# of Institutions

237

Shares Held

22.3M

Call Options Held

Put Options Held

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About SPDR BLOOMBERG 3-12 MONTH T-BI

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Vertex Planning Partners, LLC Spdr Bloomberg 3 12 Month T Bi Transaction History