Modern Wealth Management, LLC Spdr Bloomberg 1 3 Month T Bil Transaction History

Modern Wealth Management, LLC

$3.04 Billion
Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, Modern Wealth Management, LLC holds 697,173 shares of BIL stock, worth $64 Million. This represents 2.11% of its overall portfolio holdings.

Number of Shares

697,173

Previous 697,033 0.02%

Holding current value

$64 Million

Previous $63.9 Billion 99.9%

% of portfolio

2.11%

Previous 2.07%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 30, 2025	BUY	$91.45 - $91.75 $12,803 - $12,845	140 Added 0.02%	697,173 $64 Million
Q1 2025 May 15, 2025	BUY	$91.45 - $91.75 $51.2 Million - $51.3 Million	559,331 Added 406.19%	697,033 $63.9 Billion
Q4 2024 May 30, 2025	SELL	$91.29 - $91.8 $52.9 Million - $53.2 Million	-579,178 Reduced 83.09%	117,855 $10.8 Million
Q4 2024 May 29, 2025	SELL	$91.29 - $91.8 $52.9 Million - $53.2 Million	-579,178 Reduced 83.09%	117,855 $10.8 Million
Q4 2024 Feb 11, 2025	SELL	$91.29 - $91.8 $694,534 - $698,414	-7,608 Reduced 5.24%	137,702 $12.6 Billion
Q3 2024 May 30, 2025	SELL	$91.42 - $91.82 $50.4 Million - $50.7 Million	-551,683 Reduced 79.15%	145,350 $13.3 Million
Q3 2024 May 29, 2025	SELL	$91.42 - $91.82 $50.4 Million - $50.7 Million	-551,683 Reduced 79.15%	145,350 $13.3 Million
Q3 2024 Nov 05, 2024	SELL	$91.42 - $91.82 $1.96 Million - $1.97 Million	-21,487 Reduced 12.88%	145,310 $13.3 Billion
Q2 2024 May 29, 2025	SELL	$91.42 - $91.82 $48.5 Million - $48.7 Million	-530,236 Reduced 76.07%	166,797 $15.3 Million
Q2 2024 Aug 07, 2024	BUY	$91.42 - $91.82 $6.95 Million - $6.98 Million	76,057 Added 83.82%	166,797 $15.3 Billion
Q1 2024 May 28, 2025	SELL	$91.4 - $91.8 $61.1 Million - $61.3 Million	-668,031 Reduced 95.84%	29,002 $2.66 Billion
Q1 2024 May 13, 2024	BUY	$91.4 - $91.8 $6.78 Million - $6.81 Million	74,166 Added 447.48%	90,740 $8.31 Billion
Q4 2023 May 28, 2025	SELL	$91.22 - $91.84 $61.8 Million - $62.3 Million	-678,026 Reduced 97.27%	19,007 $1.74 Billion
Q4 2023 Feb 14, 2024	BUY	$91.22 - $91.84 $1.51 Million - $1.52 Million	16,574 New	16,574 $1.51 Billion

Others Institutions Holding BIL

# of Institutions

1,275

Shares Held

253M

Call Options Held

36.5K

Put Options Held

12.2K

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About SPDR BLOOMBERG 1-3 MONTH T-BIL

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Modern Wealth Management, LLC Spdr Bloomberg 1 3 Month T Bil Transaction History