Aj Wealth Strategies, LLC Spdr Bloomberg 3 12 Month T Bi Transaction History
Aj Wealth Strategies, LLC
- $2.07 Billion
- Q2 2023
A detailed history of Aj Wealth Strategies, LLC transactions in Spdr Bloomberg 3 12 Month T Bi stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 682,188 shares of BILS stock, worth $67.7 Million. This represents 3.28% of its overall portfolio holdings.
Number of Shares
682,188
Previous 666,841
2.3%
Holding current value
$67.7 Million
Previous $66.4 Million
2.15%
% of portfolio
3.28%
Previous 3.46%
Shares
3 transactions
Others Institutions Holding BILS
# of Institutions
236Shares Held
22.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.25MShares$223 Million0.1% of portfolio
-
Cwm, LLC1.68MShares$167 Million0.72% of portfolio
-
Bank Of America Corp Charlotte, NC1.49MShares$148 Million0.01% of portfolio
-
Miller Investment Management, LP West Conshohocken, PA1.19MShares$118 Million12.37% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA802KShares$79.6 Million1.36% of portfolio