National Wealth Management Group, LLC Spdr Bloomberg 1 3 Month T Bil Transaction History

National Wealth Management Group, LLC

$131 Billion
Q2 2024

A detailed history of National Wealth Management Group, LLC transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, National Wealth Management Group, LLC holds 27,168 shares of BIL stock, worth $2.49 Million. This represents 1.9% of its overall portfolio holdings.

Number of Shares

27,168

Previous 31,949 14.96%

Holding current value

$2.49 Million

Previous $2.93 Billion 14.98%

% of portfolio

1.9%

Previous 2.28%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$91.42 - $91.82 $437,079 - $438,991	-4,781 Reduced 14.96%	27,168 $2.49 Billion
Q1 2024 May 17, 2024	BUY	$91.4 - $91.8 $2.58 Million - $2.59 Million	28,178 Added 747.23%	31,949 $2.93 Billion
Q4 2023 Feb 01, 2024	SELL	$91.22 - $91.84 $797,810 - $803,232	-8,746 Reduced 69.87%	3,771 $345 Million
Q3 2023 Nov 13, 2023	BUY	$91.43 - $91.86 $216,689 - $217,708	2,370 Added 23.36%	12,517 $1.15 Billion
Q2 2023 Aug 09, 2023	BUY	$91.41 - $91.82 $698,738 - $701,872	7,644 Added 305.39%	10,147 $929 Million
Q1 2023 May 15, 2023	BUY	$91.4 - $91.84 $228,774 - $229,875	2,503 New	2,503 $229 Million
Q4 2022 Nov 17, 2023	SELL	$91.33 - $91.67 $1.17 Million - $1.18 Million	-12,861 Reduced 64.57%	7,056 $645 Million
Q3 2022 Nov 17, 2023	BUY	$91.38 - $91.6 $676,212 - $677,840	7,400 Added 59.12%	19,917 $1.82 Billion
Q2 2022 Nov 17, 2023	SELL	$91.41 - $91.49 $741,426 - $742,075	-8,111 Reduced 23.38%	26,583 $2.43 Billion
Q1 2022 Nov 17, 2023	BUY	$91.4 - $91.43 $2.95 Million - $2.96 Million	32,329 Added 1366.98%	34,694 $3.17 Billion
Q4 2021 Nov 17, 2023	SELL	$91.42 - $91.46 $928,095 - $928,501	-10,152 Reduced 81.11%	2,365 $216 Million

Others Institutions Holding BIL

# of Institutions

1,086

Shares Held

222M

Call Options Held

25.8K

Put Options Held

42.2K

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About SPDR BLOOMBERG 1-3 MONTH T-BIL

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National Wealth Management Group, LLC Spdr Bloomberg 1 3 Month T Bil Transaction History