A detailed history of Endowment Wealth Management, Inc. transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 5,951 shares of BIL stock, worth $546,182. This represents 0.45% of its overall portfolio holdings.

Number of Shares
5,951
Previous 4,939 20.49%
Holding current value
$546,182
Previous $451,000 21.06%
% of portfolio
0.45%
Previous 0.42%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

BUY
$91.4 - $91.8 $92,496 - $92,901
1,012 Added 20.49%
5,951 $546,000
Q4 2023

Feb 07, 2024

BUY
$91.22 - $91.84 $1,277 - $1,285
14 Added 0.28%
4,939 $451,000
Q3 2023

Oct 30, 2023

BUY
$91.43 - $91.86 $7,771 - $7,808
85 Added 1.76%
4,925 $452,000
Q2 2023

Aug 10, 2023

SELL
$91.41 - $91.82 $182 - $183
-2 Reduced 0.04%
4,840 $444,000
Q1 2023

May 10, 2023

SELL
$91.4 - $91.84 $52,280 - $52,532
-572 Reduced 10.57%
4,842 $444,000
Q4 2022

Feb 13, 2023

SELL
$91.33 - $91.67 $5,023 - $5,041
-55 Reduced 1.01%
5,414 $495,000
Q3 2022

Nov 10, 2022

SELL
N/A
-24 Reduced 0.44%
5,469 $501,000
Q2 2022

Aug 15, 2022

BUY
N/A
32 Added 0.59%
5,493 $503,000
Q1 2022

May 04, 2022

SELL
N/A
-1,543 Reduced 22.03%
5,461 $499,000
Q4 2021

Feb 11, 2022

BUY
N/A
7,004 New
7,004 $640,000

Others Institutions Holding BIL

About SPDR BLOOMBERG 1-3 MONTH T-BIL


  • Ticker BIL
  • Sector ETFs
  • Industry ETFs
More about BIL
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