Polaris Wealth Advisory Group, LLC Spdr Bloomberg 1 3 Month T Bil Transaction History

Polaris Wealth Advisory Group, LLC

$1.3 Billion
Q3 2023

A detailed history of Polaris Wealth Advisory Group, LLC transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 2,205 shares of BIL stock, worth $201,470. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,205

Holding current value

$201,470

% of portfolio

0.02%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 11, 2023	BUY	$91.43 - $91.86 $201,603 - $202,551	2,205 New	2,205 $202,000
Q3 2022 Oct 12, 2022	SELL	$91.38 - $91.6 $5,665 - $5,679	-62 Reduced 2.73%	2,205 $202,000
Q2 2021 Jul 23, 2021	SELL	$91.47 - $91.51 $1,920 - $1,921	-21 Reduced 0.92%	2,267 $207,000
Q1 2021 Apr 19, 2021	SELL	$91.5 - $91.52 $6,222 - $6,223	-68 Reduced 2.89%	2,288 $209,000
Q4 2020 Jan 25, 2021	SELL	$91.51 - $91.53 $132,414 - $132,443	-1,447 Reduced 38.05%	2,356 $216,000
Q3 2020 Oct 15, 2020	SELL	$91.52 - $91.54 $29,927 - $29,933	-327 Reduced 7.92%	3,803 $348,000
Q2 2020 Jul 13, 2020	BUY	$91.52 - $91.58 $377,977 - $378,225	4,130 New	4,130 $378,000
Q1 2020 Apr 09, 2020	SELL	$91.44 - $91.66 $24.1 Million - $24.2 Million	-264,054 Closed	0 $0
Q4 2019 Jan 29, 2020	SELL	$91.41 - $91.6 $2.19 Million - $2.19 Million	-23,919 Reduced 8.31%	264,054 $24.2 Million
Q3 2019 Oct 09, 2019	BUY	$91.47 - $91.59 $7.11 Million - $7.12 Million	77,697 Added 36.95%	287,973 $26.3 Million
Q2 2019 Jul 25, 2019	BUY	N/A	41,401 Added 24.52%	210,276 $19.2 Million
Q1 2019 Apr 09, 2019	BUY	N/A	5,447 Added 3.33%	168,875 $15.4 Million
Q4 2018 Jan 17, 2019	SELL	N/A	-586 Reduced 0.36%	163,428 $14.9 Million
Q3 2018 Oct 19, 2018	BUY	N/A	25,323 Added 18.26%	164,014 $15 Million
Q2 2018 Jul 09, 2018	SELL	N/A	-154 Reduced 0.11%	138,691 $12.7 Million
Q1 2018 Apr 09, 2018	BUY	N/A	8,662 Added 6.65%	138,845 $12.7 Million
Q4 2017 Feb 13, 2018	BUY	N/A	130,183	130,183 $11.9 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
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Polaris Wealth Advisory Group, LLC Spdr Bloomberg 1 3 Month T Bil Transaction History