Phillips Wealth Planners LLC Spdr Bloomberg 1 3 Month T Bil Transaction History

Phillips Wealth Planners LLC

$100 Billion
Q4 2024

A detailed history of Phillips Wealth Planners LLC transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 3,956 shares of BIL stock, worth $362,290. This represents 0.36% of its overall portfolio holdings.

Number of Shares

3,956

Previous 2,956 33.83%

Holding current value

$362,290

Previous $271 Million 33.71%

% of portfolio

0.36%

Previous 0.26%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$91.29 - $91.8 $91,290 - $91,800	1,000 Added 33.83%	3,956 $362 Million
Q3 2024 Oct 28, 2024	SELL	$91.42 - $91.82 $117,109 - $117,621	-1,281 Reduced 30.23%	2,956 $271 Million
Q2 2024 Aug 02, 2024	BUY	$91.42 - $91.82 $77,707 - $78,047	850 Added 25.1%	4,237 $388 Million
Q1 2024 Apr 29, 2024	BUY	$91.4 - $91.8 $24,038 - $24,143	263 Added 8.42%	3,387 $310 Million
Q4 2023 Feb 12, 2024	SELL	$91.22 - $91.84 $54,640 - $55,012	-599 Reduced 16.09%	3,124 $286 Million
Q3 2023 Oct 30, 2023	BUY	$91.43 - $91.86 $123,704 - $124,286	1,353 Added 57.09%	3,723 $341 Million
Q2 2023 Jul 26, 2023	SELL	$91.41 - $91.82 $74,042 - $74,374	-810 Reduced 25.47%	2,370 $218 Million
Q1 2023 May 15, 2023	BUY	$91.4 - $91.84 $290,652 - $292,051	3,180 New	3,180 $291 Million

Others Institutions Holding BIL

# of Institutions

1,195

Shares Held

241M

Call Options Held

4.2K

Put Options Held

107K

View Full List

About SPDR BLOOMBERG 1-3 MONTH T-BIL

Ticker BIL
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Phillips Wealth Planners LLC Spdr Bloomberg 1 3 Month T Bil Transaction History