Moneco Advisors, LLC Spdr Bloomberg 3 12 Month T Bi Transaction History

Moneco Advisors, LLC

$778 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 19, 2024	SELL	$98.98 - $99.4 $333,067 - $334,481	-3,365 Closed	0 $0
Q1 2024 Apr 25, 2024	BUY	$99.05 - $99.53 $115,987 - $116,549	1,171 Added 53.37%	3,365 $334,000
Q4 2023 Mar 13, 2024	SELL	$98.89 - $99.53 $177,606 - $178,755	-1,796 Reduced 45.01%	2,194 $217,000
Q4 2023 Feb 05, 2024	SELL	$98.89 - $99.53 $177,606 - $178,755	-1,796 Reduced 45.01%	2,194 $217,000
Q3 2023 Mar 13, 2024	SELL	$99.03 - $99.47 $4,456 - $4,476	-45 Reduced 1.12%	3,990 $396,000
Q3 2023 Nov 03, 2023	SELL	$99.03 - $99.47 $4,456 - $4,476	-45 Reduced 1.12%	3,990 $396,000
Q2 2023 Mar 13, 2024	BUY	$99.07 - $99.51 $182,387 - $183,197	1,841 Added 83.91%	4,035 $401,000
Q2 2023 Aug 02, 2023	SELL	$99.07 - $99.51 $146,524 - $147,175	-1,479 Reduced 26.82%	4,035 $401,000
Q1 2023 May 11, 2023	BUY	$99.12 - $99.61 $546,547 - $549,249	5,514 New	5,514 $549,000

Others Institutions Holding BILS

# of Institutions

237

Shares Held

22.3M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

2.25M
Shares

$223 Million
0.1% of portfolio
Cwm, LLC

1.68M
Shares

$167 Million
0.72% of portfolio
Bank Of America Corp Charlotte, NC

1.49M
Shares

$148 Million
0.01% of portfolio
Miller Investment Management, LP West Conshohocken, PA

1.19M
Shares

$118 Million
12.37% of portfolio
Partners Capital Investment Group, LLP Boston, MA

802K
Shares

$79.6 Million
1.36% of portfolio

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