Falcon Wealth Planning Spdr Bloomberg 1 3 Month T Bil Transaction History

Falcon Wealth Planning

$806 Million
Q1 2025

A detailed history of Falcon Wealth Planning transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, Falcon Wealth Planning holds 25,287 shares of BIL stock, worth $2.32 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

25,287

Previous 28,857 12.37%

Holding current value

$2.32 Million

Previous $2.64 Million 12.09%

% of portfolio

0.29%

Previous 0.33%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$91.45 - $91.75 $326,476 - $327,547	-3,570 Reduced 12.37%	25,287 $2.32 Million
Q4 2024 Jan 22, 2025	SELL	$91.29 - $91.8 $2.5 Million - $2.52 Million	-27,437 Reduced 48.74%	28,857 $2.64 Million
Q3 2024 Oct 30, 2024	SELL	$91.42 - $91.82 $7.08 Million - $7.11 Million	-77,417 Reduced 57.9%	56,294 $5.17 Million
Q2 2024 Jul 16, 2024	BUY	$91.42 - $91.82 $12.2 Million - $12.3 Million	133,711 New	133,711 $12.3 Million

Others Institutions Holding BIL

# of Institutions

1,241

Shares Held

237M

Call Options Held

3.3K

Put Options Held

3.3K

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About SPDR BLOOMBERG 1-3 MONTH T-BIL

Ticker BIL
Sector ETFs
Industry ETFs

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Falcon Wealth Planning Spdr Bloomberg 1 3 Month T Bil Transaction History