A detailed history of Concord Wealth Partners transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, Concord Wealth Partners holds 129,292 shares of BIL stock, worth $11.9 Million. This represents 2.12% of its overall portfolio holdings.

Number of Shares
129,292
Previous 121,670 6.26%
Holding current value
$11.9 Million
Previous $11.2 Million 6.24%
% of portfolio
2.12%
Previous 2.04%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

BUY
$91.42 - $91.82 $696,803 - $699,852
7,622 Added 6.26%
129,292 $11.9 Million
Q1 2024

Apr 30, 2024

BUY
$91.4 - $91.8 $1.29 Million - $1.3 Million
14,121 Added 13.13%
121,670 $11.2 Million
Q4 2023

Apr 30, 2024

SELL
$91.22 - $91.84 $543,215 - $546,907
-5,955 Reduced 5.25%
107,549 $9.83 Million
Q4 2023

Feb 05, 2024

SELL
$91.22 - $91.84 $543,215 - $546,907
-5,955 Reduced 5.25%
107,549 $9.83 Million
Q3 2023

Apr 30, 2024

BUY
$91.43 - $91.86 $544,465 - $547,026
5,955 Added 5.54%
113,504 $10.4 Million
Q3 2023

Oct 25, 2023

BUY
$91.43 - $91.86 $1.65 Million - $1.66 Million
18,045 Added 18.9%
113,504 $10.4 Million
Q2 2023

Aug 07, 2023

BUY
$91.41 - $91.82 $1.97 Million - $1.98 Million
21,581 Added 29.21%
95,459 $8.77 Million
Q1 2023

Apr 26, 2023

BUY
$91.4 - $91.84 $2.78 Million - $2.79 Million
30,391 Added 69.89%
73,878 $6.78 Million
Q4 2022

Jan 27, 2023

BUY
$91.33 - $91.67 $3.97 Million - $3.99 Million
43,487 New
43,487 $3.98 Million
Q2 2022

Aug 04, 2022

BUY
$91.41 - $91.49 $3,016 - $3,019
33 Added 27.73%
152 $14,000
Q1 2022

Apr 20, 2022

SELL
$91.4 - $91.43 $18,005 - $18,011
-197 Reduced 62.34%
119 $11,000
Q4 2021

Jan 21, 2022

BUY
$91.42 - $91.46 $19,563 - $19,572
214 Added 209.8%
316 $29,000
Q3 2021

Nov 09, 2021

SELL
$91.45 - $91.48 $8,504 - $8,507
-93 Reduced 47.69%
102 $9,000
Q2 2021

Jul 29, 2021

SELL
$91.47 - $91.51 $3,658 - $3,660
-40 Reduced 17.02%
195 $18,000
Q1 2021

May 13, 2021

SELL
$91.5 - $91.52 $26,535 - $26,540
-290 Reduced 55.24%
235 $22,000
Q4 2020

Feb 16, 2021

BUY
$91.51 - $91.53 $48,042 - $48,053
525 New
525 $48,000

Others Institutions Holding BIL

About SPDR BLOOMBERG 1-3 MONTH T-BIL


  • Ticker BIL
  • Sector ETFs
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More about BIL
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