Olistico Wealth, LLC Spdr Bloomberg 1 3 Month T Bil Transaction History

Olistico Wealth, LLC

$157 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 25, 2023	BUY	$91.41 - $91.82 $1,553 - $1,560	17 Added 0.39%	4,417 $406 Million
Q4 2022 Feb 02, 2023	BUY	$91.33 - $91.67 $401,852 - $403,348	4,400 New	4,400 $402 Million

Others Institutions Holding BIL

# of Institutions

1,087

Shares Held

222M

Call Options Held

25.8K

Put Options Held

42.2K

Morgan Stanley New York, NY

17.1M
Shares

$1.57 Billion
0.12% of portfolio
Bank Of America Corp Charlotte, NC

16.3M
Shares

$1.5 Billion
0.13% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

15.7M
Shares

$1.45 Billion
1.3% of portfolio
Lpl Financial LLC Fort Mill, SC

9.97M
Shares

$915 Million
0.47% of portfolio
Envestnet Asset Management Inc

7.55M
Shares

$693 Million
0.25% of portfolio

About SPDR BLOOMBERG 1-3 MONTH T-BIL

Ticker BIL
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Olistico Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Olistico Wealth, LLC with notifications on news.