Sfg Wealth Management, Llc. Spdr Bloomberg 1 3 Month T Bil Transaction History

Sfg Wealth Management, Llc.

$183 Million
Q4 2024

A detailed history of Sfg Wealth Management, Llc. transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 4,295 shares of BIL stock, worth $393,980. This represents 0.21% of its overall portfolio holdings.

Number of Shares

4,295

Previous 4,236 1.39%

Holding current value

$393,980

Previous $388,000 1.03%

% of portfolio

0.21%

Previous 0.21%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$91.29 - $91.8 $5,386 - $5,416	59 Added 1.39%	4,295 $392,000
Q3 2024 Oct 31, 2024	BUY	$91.42 - $91.82 $9,873 - $9,916	108 Added 2.62%	4,236 $388,000
Q2 2024 Jul 19, 2024	BUY	$91.42 - $91.82 $4,845 - $4,866	53 Added 1.3%	4,128 $378,000
Q1 2024 Apr 26, 2024	BUY	$91.4 - $91.8 $2,833 - $2,845	31 Added 0.77%	4,075 $374,000
Q4 2023 Jan 19, 2024	SELL	$91.22 - $91.84 $41,413 - $41,695	-454 Reduced 10.09%	4,044 $369,000
Q3 2023 Oct 19, 2023	BUY	$91.43 - $91.86 $52,937 - $53,186	579 Added 14.77%	4,498 $413,000
Q2 2023 Jul 14, 2023	BUY	$91.41 - $91.82 $4,296 - $4,315	47 Added 1.21%	3,919 $359,000
Q1 2023 Apr 11, 2023	BUY	$91.4 - $91.84 $2,285 - $2,296	25 Added 0.65%	3,872 $355,000
Q4 2022 Jan 31, 2023	BUY	$91.33 - $91.67 $3,379 - $3,391	37 Added 0.97%	3,847 $351,000
Q3 2022 Oct 12, 2022	SELL	$91.38 - $91.6 $1.19 Million - $1.2 Million	-13,049 Reduced 77.4%	3,810 $349,000
Q2 2022 Jul 13, 2022	BUY	$91.41 - $91.49 $1.54 Million - $1.54 Million	16,859 New	16,859 $1.54 Million

Others Institutions Holding BIL

# of Institutions

1,214

Shares Held

241M

Call Options Held

3.3K

Put Options Held

105K

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 Sfg Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Sfg Wealth Management, Llc. with notifications on news.

Account

Sfg Wealth Management, Llc. Spdr Bloomberg 1 3 Month T Bil Transaction History