Financial Life Advisors Spdr Bloomberg 3 12 Month T Bi Transaction History

Financial Life Advisors

$261 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 07, 2023	BUY	$99.12 - $99.52 $300,234 - $301,446	3,029 Added 57.33%	8,312 $825,000
Q3 2022 Oct 28, 2022	BUY	$99.45 - $99.69 $525,394 - $526,662	5,283 New	5,283 $526,000

Others Institutions Holding BILS

# of Institutions

237

Shares Held

22.3M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

2.25M
Shares

$223 Million
0.1% of portfolio
Cwm, LLC

1.68M
Shares

$167 Million
0.72% of portfolio
Bank Of America Corp Charlotte, NC

1.49M
Shares

$148 Million
0.01% of portfolio
Miller Investment Management, LP West Conshohocken, PA

1.19M
Shares

$118 Million
12.37% of portfolio
Partners Capital Investment Group, LLP Boston, MA

802K
Shares

$79.7 Million
1.36% of portfolio

About SPDR BLOOMBERG 3-12 MONTH T-BI

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