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

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 25,718 shares of BIL stock, worth $2.36 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

25,718

Previous 60,059 57.18%

Holding current value

$2.36 Million

Previous $5.51 Billion 57.35%

% of portfolio

0.18%

Previous 0.39%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$91.29 - $91.8 $3.13 Million - $3.15 Million	-34,341 Reduced 57.18%	25,718 $2.35 Billion
Q3 2024 Oct 21, 2024	BUY	$91.42 - $91.82 $3.87 Million - $3.88 Million	42,308 Added 238.34%	60,059 $5.51 Billion
Q2 2024 Jul 09, 2024	SELL	$91.42 - $91.82 $304,154 - $305,485	-3,327 Reduced 15.78%	17,751 $1.63 Billion
Q1 2024 Apr 15, 2024	BUY	$91.4 - $91.8 $1.24 Million - $1.24 Million	13,550 Added 179.99%	21,078 $1.93 Billion
Q4 2023 Jan 16, 2024	BUY	$91.22 - $91.84 $686,704 - $691,371	7,528 New	7,528 $688 Million
Q2 2023 Aug 09, 2023	BUY	$91.41 - $91.82 $262,803 - $263,982	2,875 New	2,875 $264 Million

Others Institutions Holding BIL

# of Institutions

1,201

Shares Held

236M

Call Options Held

3.3K

Put Options Held

105K

View Full List

About SPDR BLOOMBERG 1-3 MONTH T-BIL

Ticker BIL
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Kingswood Wealth Advisors, LLC Spdr Bloomberg 1 3 Month T Bil Transaction History