A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 318 shares of BIL stock, worth $29,166. This represents 0.02% of its overall portfolio holdings.

Number of Shares
318
Previous 659 51.75%
Holding current value
$29,166
Previous $60,000 51.67%
% of portfolio
0.02%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025

SELL
$91.29 - $91.8 $31,129 - $31,303
-341 Reduced 51.75%
318 $29,000
Q3 2024

Nov 14, 2024

BUY
$91.42 - $91.82 $18,284 - $18,364
200 Added 43.57%
659 $60,000
Q2 2024

Aug 12, 2024

BUY
$91.42 - $91.82 $41,961 - $42,145
459 New
459 $42,000

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 Mark Sheptoff Financial Planning, LLC Portfolio

Follow Mark Sheptoff Financial Planning, LLC 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 Mark Sheptoff Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mark Sheptoff Financial Planning, LLC with notifications on news.