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

Ever Source Wealth Advisors, LLC

  • $1.25 Billion
  • Q1 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 335,299 shares of BIL stock, worth $30.8 Million. This represents 2.47% of its overall portfolio holdings.

Number of Shares
335,299
Previous 229,478 46.11%
Holding current value
$30.8 Million
Previous $21.1 Million 46.11%
% of portfolio
2.47%
Previous 1.88%

Shares

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

Jun 11, 2024
BUY
$91.4 - $91.8 $9.67 Million - $9.71 Million
105,821 Added 46.11%
335,299 $30.8 Million
Q4 2023

Feb 09, 2024
BUY
$91.22 - $91.84 $6.19 Million - $6.23 Million
67,818 Added 41.95%
229,478 $21 Million
Q3 2023

Nov 03, 2023
BUY
$91.43 - $91.86 $1.86 Million - $1.87 Million
20,315 Added 14.37%
161,660 $14.8 Million
Q2 2023

Aug 04, 2023
SELL
$91.41 - $91.82 $1.53 Million - $1.53 Million
-16,701 Reduced 10.57%
141,345 $13 Million
Q1 2023

May 11, 2023
BUY
$91.4 - $91.84 $13.7 Million - $13.8 Million
150,215 Added 1918.21%
158,046 $14.5 Million
Q4 2022

Feb 09, 2023
BUY
$91.33 - $91.67 $715,205 - $717,867
7,831 New
7,831 $716,000
Q2 2022

Aug 01, 2022
SELL
N/A
-7,592 Closed
0 $0
Q1 2022

May 25, 2022
SELL
N/A
-838 Reduced 9.94%
7,592 $694,000
Q4 2021

Feb 07, 2022
BUY
N/A
8,430 New
8,430 $771,000

Others Institutions Holding BIL

# of Institutions
1,007
Shares Held
208M
Call Options Held
25.9K
Put Options Held
9.3K
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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