Napa Wealth Management Spdr Bloomberg 3 12 Month T Bi Transaction History
Napa Wealth Management
- $211 Billion
- Q3 2024
A detailed history of Napa Wealth Management transactions in Spdr Bloomberg 3 12 Month T Bi stock. As of the latest transaction made, Napa Wealth Management holds 63,230 shares of BILS stock, worth $6.28 Million. This represents 2.98% of its overall portfolio holdings.
Number of Shares
63,230
Previous 48,212
31.15%
Holding current value
$6.28 Million
Previous $4.79 Billion
31.43%
% of portfolio
2.98%
Previous 3.23%
Shares
4 transactions
Others Institutions Holding BILS
# of Institutions
237Shares Held
22.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.25MShares$223 Million0.1% of portfolio
-
Cwm, LLC1.68MShares$167 Million0.72% of portfolio
-
Bank Of America Corp Charlotte, NC1.49MShares$148 Million0.01% of portfolio
-
Miller Investment Management, LP West Conshohocken, PA1.19MShares$118 Million12.37% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA802KShares$79.7 Million1.36% of portfolio