Lord & Richards Wealth Management, LLC Spdr Bloomberg 1 3 Month T Bil Transaction History

Lord & Richards Wealth Management, LLC

  • $95.7 Billion
  • Q2 2025

A detailed history of Lord & Richards Wealth Management, LLC transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, Lord & Richards Wealth Management, LLC holds 2,557 shares of BIL stock, worth $234,067. This represents 0.25% of its overall portfolio holdings.

Number of Shares
2,557
Previous 14,278 82.09%
Holding current value
$234,067
Previous $1.31 Billion 82.09%
% of portfolio
0.25%
Previous 1.48%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
SELL
$91.43 - $91.74 $1.07 Million - $1.08 Million
-11,721 Reduced 82.09%
2,557 $235 Million
Q1 2025

May 02, 2025
BUY
$91.45 - $91.75 $153,453 - $153,956
1,678 Added 13.32%
14,278 $1.31 Billion
Q4 2024

Jan 30, 2025
BUY
$91.29 - $91.8 $1.15 Million - $1.16 Million
12,600 New
12,600 $1.15 Billion

Others Institutions Holding BIL

# of Institutions
1,270
Shares Held
242M
Call Options Held
36.5K
Put Options Held
8.7K
View Full List

About SPDR BLOOMBERG 1-3 MONTH T-BIL

BIL Quotes by TradingView
  • Ticker BIL
  • Sector ETFs
  • Industry ETFs
More about BIL
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