Mowery & Schoenfeld Wealth Management, LLC Spdr Bloomberg 1 3 Month T Bil Transaction History

Mowery & Schoenfeld Wealth Management, LLC

  • $63.3 Billion
  • Q3 2024

A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 4,699 shares of BIL stock, worth $429,159. This represents 0.68% of its overall portfolio holdings.

Number of Shares
4,699
Previous 12,410 62.14%
Holding current value
$429,159
Previous $1.14 Billion 62.12%
% of portfolio
0.68%
Previous 1.64%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024
SELL
$91.42 - $91.82 $704,939 - $708,024
-7,711 Reduced 62.14%
4,699 $431 Million
Q2 2024

Aug 14, 2024
BUY
$91.42 - $91.82 $192,439 - $193,281
2,105 Added 20.43%
12,410 $1.14 Billion
Q1 2024

May 14, 2024
BUY
$91.4 - $91.8 $155,654 - $156,335
1,703 Added 19.8%
10,305 $946 Million
Q4 2023

May 14, 2024
BUY
$91.22 - $91.84 $784,674 - $790,007
8,602 New
8,602 $786 Million

Others Institutions Holding BIL

# of Institutions
1,115
Shares Held
210M
Call Options Held
21.2K
Put Options Held
27.3K
View Full List

About SPDR BLOOMBERG 1-3 MONTH T-BIL

BIL Quotes by TradingView
  • Ticker BIL
  • Sector ETFs
  • Industry ETFs
More about BIL
Track This Portfolio

Track Mowery & Schoenfeld Wealth Management, LLC Portfolio

Follow Mowery & Schoenfeld Wealth Management, 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 Mowery & Schoenfeld Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mowery & Schoenfeld Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email