Advisor Resource Council Spdr Bloomberg 3 12 Month T Bi Transaction History

Advisor Resource Council

$137 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 31, 2024	BUY	$98.97 - $99.59 $948,924 - $954,868	9,588 New	9,588 $954,000

Others Institutions Holding BILS

# of Institutions

264

Shares Held

39.3M

Call Options Held

0

Put Options Held

0

Castlekeep Investment Advisors LLC Westport, CT

16.3M
Shares

$1.62 Billion
0.09% of portfolio
Lpl Financial LLC Fort Mill, SC

2.57M
Shares

$256 Million
0.11% of portfolio
Cwm, LLC

1.67M
Shares

$166 Million
0.69% of portfolio
Bank Of America Corp Charlotte, NC

1.47M
Shares

$147 Million
0.01% of portfolio
Miller Investment Management, LP West Conshohocken, PA

1.1M
Shares

$110 Million
11.99% of portfolio

About SPDR BLOOMBERG 3-12 MONTH T-BI

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