Ep Wealth Advisors, LLC Spdr Bloomberg 1 3 Month T Bil Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 460,935 shares of BIL stock, worth $42.2 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
460,935
Previous 570,422 19.19%
Holding current value
$42.2 Million
Previous $52.3 Million 19.19%
% of portfolio
0.29%
Previous 0.44%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$91.43 - $91.74 $10 Million - $10 Million
-109,487 Reduced 19.19%
460,935 $42.3 Million
Q1 2025

May 15, 2025
SELL
$91.45 - $91.75 $146,137 - $146,616
-1,598 Reduced 0.28%
570,422 $52.3 Million
Q4 2024

Feb 13, 2025
SELL
$91.29 - $91.8 $1.07 Million - $1.08 Million
-11,745 Reduced 2.01%
572,020 $52.3 Million
Q3 2024

Nov 14, 2024
BUY
$91.42 - $91.82 $12.5 Million - $12.6 Million
137,221 Added 30.73%
583,765 $53.6 Million
Q2 2024

Aug 19, 2024
SELL
$91.42 - $91.82 $2.63 Million - $2.64 Million
-28,753 Reduced 6.05%
446,544 $41 Million
Q1 2024

May 14, 2024
BUY
$91.4 - $91.8 $414,042 - $415,854
4,530 Added 0.96%
475,297 $43.6 Million
Q4 2023

Feb 28, 2024
BUY
$91.22 - $91.84 $9.55 Million - $9.62 Million
104,729 Added 28.61%
470,767 $43 Million
Q3 2023

Nov 22, 2023
BUY
$91.43 - $91.86 $33 Million - $33.2 Million
360,988 Added 7148.28%
366,038 $33.6 Million
Q2 2023

Aug 14, 2023
SELL
$91.41 - $91.82 $8.93 Million - $8.97 Million
-97,700 Reduced 95.09%
5,050 $463,000
Q1 2023

Jun 05, 2023
BUY
$91.4 - $91.84 $9.39 Million - $9.44 Million
102,750 New
102,750 $9.43 Million
Q4 2022

Jun 12, 2023
SELL
$91.33 - $91.67 $7.13 Million - $7.16 Million
-78,057 Reduced 75.97%
24,693 $2.26 Million

Others Institutions Holding BIL

# of Institutions
1,308
Shares Held
254M
Call Options Held
39K
Put Options Held
16K
View Full List

About SPDR BLOOMBERG 1-3 MONTH T-BIL

BIL Quotes by TradingView
  • Ticker BIL
  • Sector ETFs
  • Industry ETFs
More about BIL
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