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

Marcum Wealth, LLC

  • $988 Million
  • Q2 2024

A detailed history of Marcum Wealth, LLC transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, Marcum Wealth, LLC holds 7,923 shares of BIL stock, worth $724,875. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,923
Previous 6,353 24.71%
Holding current value
$724,875
Previous $583,000 24.7%
% of portfolio
0.07%
Previous 0.06%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 02, 2024
BUY
$91.42 - $91.82 $143,529 - $144,157
1,570 Added 24.71%
7,923 $727,000
Q1 2024

Apr 10, 2024
SELL
$91.4 - $91.8 $147,428 - $148,073
-1,613 Reduced 20.25%
6,353 $583,000
Q4 2023

Jan 10, 2024
BUY
$91.22 - $91.84 $13,865 - $13,959
152 Added 1.95%
7,966 $728,000
Q3 2023

Oct 10, 2023
BUY
$91.43 - $91.86 $44,709 - $44,919
489 Added 6.68%
7,814 $717,000
Q2 2023

Jul 13, 2023
BUY
$91.41 - $91.82 $87,296 - $87,688
955 Added 14.99%
7,325 $672,000
Q1 2023

Apr 19, 2023
BUY
$91.4 - $91.84 $582,218 - $585,020
6,370 New
6,370 $584,000
Q2 2020

Aug 14, 2020
SELL
N/A
-6,847 Closed
0 $0
Q1 2020

May 14, 2020
SELL
N/A
-34 Reduced 0.49%
6,847 $627,000
Q4 2019

Feb 13, 2020
BUY
N/A
6,881 New
6,881 $629,000

Others Institutions Holding BIL

# of Institutions
1,010
Shares Held
208M
Call Options Held
25.9K
Put Options Held
9.3K
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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