Capital Advisors Wealth Management, LLC Spdr Bloomberg 1 3 Month T Bil Transaction History
Capital Advisors Wealth Management, LLC
- $556 Million
- Q4 2024
A detailed history of Capital Advisors Wealth Management, LLC transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 7,000 shares of BIL stock, worth $641,270. This represents 0.12% of its overall portfolio holdings.
Number of Shares
7,000
Previous 4,000
75.0%
Holding current value
$641,270
Previous $367,000
74.39%
% of portfolio
0.12%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding BIL
# of Institutions
1,200Shares Held
236MCall Options Held
3.3KPut Options Held
105K-
Morgan Stanley New York, NY19.4MShares$1.78 Billion0.13% of portfolio
-
Bank Of America Corp Charlotte, NC16.4MShares$1.5 Billion0.13% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX14.7MShares$1.35 Billion2.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$1.05 Billion0.44% of portfolio
-
Ubs Group Ag6.52MShares$597 Million0.11% of portfolio