Heritage Wealth Management, Inc. Spdr Bloomberg 1 3 Month T Bil Transaction History
Heritage Wealth Management, Inc.
- $341 Billion
- Q3 2025
A detailed history of Heritage Wealth Management, Inc. transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 5,165 shares of BIL stock, worth $473,113. This represents 0.14% of its overall portfolio holdings.
Number of Shares
5,165
Previous 5,365
3.73%
Holding current value
$473,113
Previous $492 Million
3.71%
% of portfolio
0.14%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding BIL
# of Institutions
1,311Shares Held
248MCall Options Held
23.3KPut Options Held
49.1K-
Morgan Stanley New York, NY24.8MShares$2.27 Billion0.14% of portfolio
-
Bank Of America Corp Charlotte, NC16.4MShares$1.5 Billion0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.2MShares$1.21 Billion0.38% of portfolio
-
Royal Bank Of Canada Toronto, A68.4MShares$769 Million0.13% of portfolio
-
Ubs Group Ag7.93MShares$726 Million0.12% of portfolio