Delos Wealth Advisors, LLC Spdr Bloomberg 3 12 Month T Bi Transaction History

Delos Wealth Advisors, LLC

$116 Million
Q1 2025

A detailed history of Delos Wealth Advisors, LLC transactions in Spdr Bloomberg 3 12 Month T Bi stock. As of the latest transaction made, Delos Wealth Advisors, LLC holds 117,019 shares of BILS stock, worth $11.6 Million. This represents 10.07% of its overall portfolio holdings.

Number of Shares

117,019

Previous 121,237 3.48%

Holding current value

$11.6 Million

Previous $12 Million 3.14%

% of portfolio

10.07%

Previous 10.38%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$99.16 - $99.52 $418,256 - $419,775	-4,218 Reduced 3.48%	117,019 $11.6 Million
Q4 2024 Feb 12, 2025	SELL	$99.0 - $99.5 $427,878 - $430,039	-4,322 Reduced 3.44%	121,237 $12 Million
Q3 2024 Nov 15, 2024	BUY	$98.97 - $99.59 $203,185 - $204,458	2,053 Added 1.66%	125,559 $12.5 Million
Q2 2024 Aug 13, 2024	SELL	$98.98 - $99.4 $813,714 - $817,167	-8,221 Reduced 6.24%	123,506 $12.3 Million
Q1 2024 May 09, 2024	BUY	$99.05 - $99.53 $85,480 - $85,894	863 Added 0.66%	131,727 $13.1 Million
Q4 2023 Feb 06, 2024	BUY	$98.89 - $99.53 $672,847 - $677,202	6,804 Added 5.48%	130,864 $13 Million
Q3 2023 Nov 15, 2023	SELL	$99.03 - $99.47 $159,735 - $160,445	-1,613 Reduced 1.28%	124,060 $12.3 Million
Q2 2023 Sep 01, 2023	BUY	$99.07 - $99.51 $328,714 - $330,174	3,318 Added 2.71%	125,673 $12.5 Million
Q1 2023 May 15, 2023	BUY	$99.12 - $99.61 $12.1 Million - $12.2 Million	122,355 New	122,355 $12.2 Million

Others Institutions Holding BILS

# of Institutions

290

Shares Held

29.7M

Call Options Held

Put Options Held

View Full List

About SPDR BLOOMBERG 3-12 MONTH T-BI

Ticker BILS
Sector ETFs
Industry ETFs

More about BILS

Track This Portfolio

Portfolio Update

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

News

Stay updated on Delos Wealth Advisors, LLC with notifications on news.

Account

Delos Wealth Advisors, LLC Spdr Bloomberg 3 12 Month T Bi Transaction History