A detailed history of Legacy Wealth Managment, Llc/Id transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 115,746 shares of BIL stock, worth $10.6 Million. This represents 8.73% of its overall portfolio holdings.

Number of Shares
115,746
Previous 111,759 3.57%
Holding current value
$10.6 Million
Previous $10.2 Million 3.9%
% of portfolio
8.73%
Previous 7.33%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 16, 2025

BUY
$91.45 - $91.75 $364,611 - $365,807
3,987 Added 3.57%
115,746 $10.6 Million
Q4 2024

Feb 13, 2025

SELL
$91.29 - $91.8 $1.82 Million - $1.83 Million
-19,957 Reduced 15.15%
111,759 $10.2 Million
Q3 2024

Nov 15, 2024

BUY
$91.42 - $91.82 $12 Million - $12.1 Million
131,716 New
131,716 $12.1 Million

Others Institutions Holding BIL

About SPDR BLOOMBERG 1-3 MONTH T-BIL


  • Ticker BIL
  • Sector ETFs
  • Industry ETFs
More about BIL
Track This Portfolio

Track Legacy Wealth Managment, Llc/Id Portfolio

Follow Legacy Wealth Managment, Llc/Id and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Managment, Llc/Id, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Managment, Llc/Id with notifications on news.