Heritage Wealth Partners, LLC Spdr Bloomberg 1 3 Month T Bil Transaction History

Heritage Wealth Partners, LLC

$65.6 Billion
Q1 2025

A detailed history of Heritage Wealth Partners, LLC transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 16,356 shares of BIL stock, worth $1.5 Million. This represents 2.29% of its overall portfolio holdings.

Number of Shares

16,356

Previous 17,938 8.82%

Holding current value

$1.5 Million

Previous $1.64 Billion 8.52%

% of portfolio

2.29%

Previous 2.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$91.45 - $91.75 $144,673 - $145,148	-1,582 Reduced 8.82%	16,356 $1.5 Billion
Q4 2024 Jan 13, 2025	SELL	$91.29 - $91.8 $1.08 Million - $1.09 Million	-11,821 Reduced 39.72%	17,938 $1.64 Billion
Q3 2024 Oct 08, 2024	BUY	$91.42 - $91.82 $949,945 - $954,101	10,391 Added 53.65%	29,759 $2.73 Billion
Q2 2024 Jul 05, 2024	SELL	$91.42 - $91.82 $282,487 - $283,723	-3,090 Reduced 13.76%	19,368 $1.78 Billion
Q4 2023 Jan 19, 2024	SELL	$91.22 - $91.84 $309,509 - $311,613	-3,393 Reduced 13.13%	22,458 $2.05 Billion
Q3 2023 Oct 18, 2023	SELL	$91.43 - $91.86 $1.62 Million - $1.63 Million	-17,754 Reduced 40.72%	25,851 $2.37 Billion
Q2 2023 Aug 11, 2023	BUY	$91.41 - $91.82 $3.06 Million - $3.07 Million	33,455 Added 329.61%	43,605 $4 Billion
Q1 2023 May 04, 2023	BUY	$91.4 - $91.84 $271,732 - $273,040	2,973 Added 41.42%	10,150 $932 Million
Q4 2022 Feb 10, 2023	BUY	$91.33 - $91.67 $655,475 - $657,915	7,177 New	7,177 $657 Million

Others Institutions Holding BIL

# of Institutions

1,276

Shares Held

253M

Call Options Held

36.5K

Put Options Held

12.2K

View Full List

About SPDR BLOOMBERG 1-3 MONTH T-BIL

Ticker BIL
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Heritage Wealth Partners, LLC Spdr Bloomberg 1 3 Month T Bil Transaction History