Austin Wealth Management, LLC Spdr Bloomberg 3 12 Month T Bi Transaction History

Austin Wealth Management, LLC

$456 Billion
Q3 2024

A detailed history of Austin Wealth Management, LLC transactions in Spdr Bloomberg 3 12 Month T Bi stock. As of the latest transaction made, Austin Wealth Management, LLC holds 96,316 shares of BILS stock, worth $9.56 Million. This represents 2.1% of its overall portfolio holdings.

Number of Shares

96,316

Previous 98,029 1.75%

Holding current value

$9.56 Million

Previous $9.72 Billion 1.67%

% of portfolio

2.1%

Previous 2.28%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	SELL	$98.97 - $99.59 $169,535 - $170,597	-1,713 Reduced 1.75%	96,316 $9.56 Billion
Q2 2024 Jul 31, 2024	SELL	$98.98 - $99.4 $364,246 - $365,792	-3,680 Reduced 3.62%	98,029 $9.72 Billion
Q1 2024 May 23, 2024	BUY	$99.05 - $99.53 $784,178 - $787,979	7,917 Added 8.44%	101,709 $10.1 Billion
Q4 2023 Feb 21, 2024	BUY	$98.89 - $99.53 $1.05 Million - $1.05 Million	10,577 Added 12.71%	93,792 $9.31 Billion
Q3 2023 Dec 04, 2023	BUY	$99.03 - $99.47 $8.24 Million - $8.28 Million	83,215 New	83,215 $8.27 Billion

Others Institutions Holding BILS

# of Institutions

237

Shares Held

22.3M

Call Options Held

Put Options Held

View Full List

About SPDR BLOOMBERG 3-12 MONTH T-BI

Ticker BILS
Sector ETFs
Industry ETFs

More about BILS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Austin Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Austin Wealth Management, LLC with notifications on news.

Account

Austin Wealth Management, LLC Spdr Bloomberg 3 12 Month T Bi Transaction History