Spartan Planning & Wealth Management Spdr Bloomberg 1 3 Month T Bil Transaction History

Spartan Planning & Wealth Management

$89.6 Million
Q4 2023

A detailed history of Spartan Planning & Wealth Management transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 1,843 shares of BIL stock, worth $168,505. This represents 0.19% of its overall portfolio holdings.

Number of Shares

1,843

Previous 196,662 99.06%

Holding current value

$168,505

Previous $18.1 Million 99.07%

% of portfolio

0.19%

Previous 21.53%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Mar 12, 2024	SELL	$91.22 - $91.84 $17.8 Million - $17.9 Million	-194,819 Reduced 99.06%	1,843 $168,000
Q3 2023 Nov 17, 2023	BUY	$91.43 - $91.86 $2.28 Million - $2.29 Million	24,900 Added 14.5%	196,662 $18.1 Million
Q4 2022 Feb 01, 2023	SELL	$91.33 - $91.67 $8.25 Million - $8.28 Million	-90,326 Reduced 34.46%	171,762 $15.7 Million
Q3 2022 Nov 01, 2022	BUY	N/A	13,086 Added 5.26%	262,088 $24 Million
Q2 2022 Aug 10, 2022	BUY	N/A	163,629 Added 191.66%	249,002 $22.8 Million

Q1 2022 May 16, 2022	BUY	N/A	85,373 New	85,373 $0

Others Institutions Holding BIL

# of Institutions

1,007

Shares Held

208M

Call Options Held

25.9K

Put Options Held

9.3K

View Full List

About SPDR BLOOMBERG 1-3 MONTH T-BIL

Ticker BIL
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Spartan Planning & Wealth Management Spdr Bloomberg 1 3 Month T Bil Transaction History