Mark Sheptoff Financial Planning, LLC Spdr Bloomberg 3 12 Month T Bi Transaction History
Mark Sheptoff Financial Planning, LLC
- $180 Million
- Q2 2025
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Spdr Bloomberg 3 12 Month T Bi stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 800 shares of BILS stock, worth $79,496. This represents 0.04% of its overall portfolio holdings.
Number of Shares
800Holding current value
$79,496% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding BILS
# of Institutions
294Shares Held
25.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.28MShares$326 Million0.12% of portfolio
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Cwm, LLC2.15MShares$214 Million0.64% of portfolio
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Bank Of America Corp Charlotte, NC1.4MShares$139 Million0.01% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.13MShares$113 Million0.03% of portfolio
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Miller Investment Management, LP West Conshohocken, PA1.11MShares$110 Million11.62% of portfolio