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

Phillips Wealth Planners LLC

$104 Billion
Q3 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 2,956 shares of BIL stock, worth $270,089. This represents 0.26% of its overall portfolio holdings.

Number of Shares

2,956

Previous 4,237 30.23%

Holding current value

$270,089

Previous $388 Million 30.17%

% of portfolio

0.26%

Previous 0.41%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,115

Shares Held

210M

Call Options Held

21.2K

Put Options Held

27.3K

View Full List

About SPDR BLOOMBERG 1-3 MONTH T-BIL

Ticker BIL
Sector ETFs
Industry ETFs

More about BIL

Track This Portfolio

Portfolio Update

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

News

Stay updated on Phillips Wealth Planners LLC with notifications on news.

Account

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