Copia Wealth Management Spdr Bloomberg 1 3 Month T Bil Transaction History

Copia Wealth Management

$105 Billion
Q4 2024

A detailed history of Copia Wealth Management transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, Copia Wealth Management holds 1,021 shares of BIL stock, worth $93,656. This represents 0.09% of its overall portfolio holdings.

Number of Shares

1,021

Holding current value

$93,656

% of portfolio

0.09%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Mar 06, 2025	BUY	$91.29 - $91.8 $93,207 - $93,727	1,021 New	1,021 $93.4 Million

Others Institutions Holding BIL

# of Institutions

1,215

Shares Held

241M

Call Options Held

3.3K

Put Options Held

105K

Morgan Stanley New York, NY

19.4M
Shares

$1.78 Billion
0.13% of portfolio
Bank Of America Corp Charlotte, NC

16.4M
Shares

$1.5 Billion
0.13% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

14.7M
Shares

$1.35 Billion
2.72% of portfolio
Lpl Financial LLC Fort Mill, SC

11.5M
Shares

$1.05 Billion
0.44% of portfolio
Ubs Group Ag

6.52M
Shares

$598 Million
0.11% of portfolio

View Full List

About SPDR BLOOMBERG 1-3 MONTH T-BIL

Ticker BIL
Sector ETFs
Industry ETFs

More about BIL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Copia Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Copia Wealth Management with notifications on news.

Account

Copia Wealth Management Spdr Bloomberg 1 3 Month T Bil Transaction History