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

Bcgm Wealth Management, LLC

$264 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 02, 2023	SELL	$99.12 - $99.61 $208,152 - $209,181	-2,100 Reduced 21.0%	7,900 $786,000
Q3 2022 Nov 03, 2022	BUY	N/A	10,000 New	10,000 $992,000

Others Institutions Holding BILS

# of Institutions

234

Shares Held

18.8M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.83M
Shares

$181 Million
0.02% of portfolio
Cwm, LLC

1.68M
Shares

$167 Million
0.81% of portfolio
Lpl Financial LLC Fort Mill, SC

1.65M
Shares

$164 Million
0.09% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

779K
Shares

$77.2 Million
0.18% of portfolio
Jim Simons Renaissance Technologies LLC | New York, Ny

739K
Shares

$73.2 Million
0.12% of portfolio

About SPDR BLOOMBERG 3-12 MONTH T-BI

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