Laidlaw Wealth Management LLC Spdr Bloomberg 1 3 Month T Bil Transaction History

Laidlaw Wealth Management LLC

$170 Million
Q1 2024

A detailed history of Laidlaw Wealth Management LLC transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 7,303 shares of BIL stock, worth $670,269. This represents 0.39% of its overall portfolio holdings.

Number of Shares

7,303

Previous 3,332 119.18%

Holding current value

$670,269

Previous $304,000 120.39%

% of portfolio

0.39%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$91.4 - $91.8 $362,949 - $364,537	3,971 Added 119.18%	7,303 $670,000
Q4 2023 Feb 12, 2024	SELL	$91.22 - $91.84 $1.07 Million - $1.08 Million	-11,710 Reduced 77.85%	3,332 $304,000
Q3 2023 Nov 13, 2023	SELL	$91.43 - $91.86 $539,802 - $542,341	-5,904 Reduced 28.19%	15,042 $1.38 Million
Q2 2023 Aug 11, 2023	BUY	$91.41 - $91.82 $306,680 - $308,056	3,355 Added 19.07%	20,946 $1.92 Million
Q1 2023 May 12, 2023	BUY	$91.4 - $91.84 $1.05 Million - $1.05 Million	11,483 Added 188.0%	17,591 $1.62 Million

Q4 2022 Feb 14, 2023	BUY	$91.33 - $91.67 $71,785 - $72,052	786 Added 14.77%	6,108 $558,000
Q3 2022 Nov 14, 2022	BUY	N/A	560 Added 11.76%	5,322 $487,000
Q2 2022 Aug 12, 2022	BUY	N/A	4,762 New	4,762 $436,000

Others Institutions Holding BIL

# of Institutions

1,007

Shares Held

208M

Call Options Held

25.9K

Put Options Held

9.3K

View Full List

About SPDR BLOOMBERG 1-3 MONTH T-BIL

Ticker BIL
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Laidlaw Wealth Management LLC Spdr Bloomberg 1 3 Month T Bil Transaction History