Ascent Wealth Partners, LLC Spdr Bloomberg 1 3 Month T Bil Transaction History

Ascent Wealth Partners, LLC

$796 Million
Q2 2025

A detailed history of Ascent Wealth Partners, LLC transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, Ascent Wealth Partners, LLC holds 20,170 shares of BIL stock, worth $1.85 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

20,170

Previous 24,330 17.1%

Holding current value

$1.85 Million

Previous $2.23 Million 17.08%

% of portfolio

0.23%

Previous 0.3%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	SELL	$91.43 - $91.74 $380,348 - $381,638	-4,160 Reduced 17.1%	20,170 $1.85 Million
Q1 2025 May 02, 2025	BUY	$91.45 - $91.75 $860,087 - $862,908	9,405 Added 63.02%	24,330 $2.23 Million
Q4 2024 Feb 04, 2025	BUY	$91.29 - $91.8 $1.36 Million - $1.37 Million	14,925 New	14,925 $1.36 Million
Q2 2024 Jul 31, 2024	BUY	$91.42 - $91.82 $249,576 - $250,668	2,730 Added 40.06%	9,545 $876,000
Q1 2024 May 01, 2024	SELL	$91.4 - $91.8 $149,439 - $150,093	-1,635 Reduced 19.35%	6,815 $625,000
Q4 2023 Jan 22, 2024	BUY	$91.22 - $91.84 $293,728 - $295,724	3,220 Added 61.57%	8,450 $772,000
Q3 2023 Oct 20, 2023	BUY	$91.43 - $91.86 $478,178 - $480,427	5,230 New	5,230 $480,000

Others Institutions Holding BIL

# of Institutions

1,271

Shares Held

242M

Call Options Held

36.5K

Put Options Held

8.7K

View Full List

About SPDR BLOOMBERG 1-3 MONTH T-BIL

Ticker BIL
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Ascent Wealth Partners, LLC Spdr Bloomberg 1 3 Month T Bil Transaction History