Abound Wealth Management Spdr Bloomberg 3 12 Month T Bi Transaction History

Abound Wealth Management

$301 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Aug 08, 2024	SELL	$99.03 - $99.47 $3,664 - $3,680	-37 Closed	0 $0
Q2 2023 Aug 08, 2024	BUY	$99.07 - $99.51 $3,665 - $3,681	37 New	37 $3.7 Million

Others Institutions Holding BILS

# of Institutions

237

Shares Held

22.3M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

2.25M
Shares

$223 Million
0.1% of portfolio
Cwm, LLC

1.68M
Shares

$167 Million
0.72% of portfolio
Bank Of America Corp Charlotte, NC

1.49M
Shares

$148 Million
0.01% of portfolio
Miller Investment Management, LP West Conshohocken, PA

1.19M
Shares

$118 Million
12.37% of portfolio
Partners Capital Investment Group, LLP Boston, MA

802K
Shares

$79.7 Million
1.36% of portfolio

About SPDR BLOOMBERG 3-12 MONTH T-BI

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