Straight Path Wealth Management Spdr Bloomberg 1 3 Month T Bil Transaction History

Straight Path Wealth Management

$190 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 26, 2023	BUY	$91.4 - $91.84 $214,333 - $215,364	2,345 New	2,345 $215,000

Others Institutions Holding BIL

# of Institutions

1,087

Shares Held

222M

Call Options Held

25.8K

Put Options Held

42.2K

Morgan Stanley New York, NY

17.1M
Shares

$1.57 Billion
0.12% of portfolio
Bank Of America Corp Charlotte, NC

16.3M
Shares

$1.5 Billion
0.13% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

15.7M
Shares

$1.45 Billion
1.3% of portfolio
Lpl Financial LLC Fort Mill, SC

9.97M
Shares

$915 Million
0.47% of portfolio
Envestnet Asset Management Inc

7.55M
Shares

$693 Million
0.25% of portfolio

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