Strategic Wealth Partners, Ltd. Spdr Bloomberg 3 12 Month T Bi Transaction History

Strategic Wealth Partners, Ltd.

$1.03 Billion
Q4 2024

A detailed history of Strategic Wealth Partners, Ltd. transactions in Spdr Bloomberg 3 12 Month T Bi stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 82,247 shares of BILS stock, worth $8.17 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares

82,247

Previous 89,929 8.54%

Holding current value

$8.17 Million

Previous $8.96 Million 8.94%

% of portfolio

0.79%

Previous 0.95%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$99.0 - $99.5 $760,518 - $764,359	-7,682 Reduced 8.54%	82,247 $8.15 Million
Q3 2024 Oct 08, 2024	SELL	$98.97 - $99.59 $579,073 - $582,701	-5,851 Reduced 6.11%	89,929 $8.96 Million
Q2 2024 Oct 08, 2024	BUY	$98.98 - $99.4 $1.53 Million - $1.54 Million	15,465 Added 19.26%	95,780 $9.52 Million
Q1 2024 May 20, 2024	SELL	$99.05 - $99.53 $806,564 - $810,472	-8,143 Reduced 9.21%	80,315 $7.98 Million
Q4 2023 May 20, 2024	SELL	$98.89 - $99.53 $3.78 Million - $3.81 Million	-38,272 Reduced 30.2%	88,458 $8.77 Million
Q3 2023 May 20, 2024	BUY	$99.03 - $99.47 $3.51 Million - $3.52 Million	35,414 Added 38.78%	126,730 $12.6 Million
Q2 2023 May 20, 2024	BUY	$99.07 - $99.51 $1.07 Million - $1.07 Million	10,772 Added 13.37%	91,316 $9.08 Million
Q1 2023 Apr 24, 2023	BUY	$99.12 - $99.61 $7.98 Million - $8.02 Million	80,544 New	80,544 $8.02 Million

Others Institutions Holding BILS

# of Institutions

263

Shares Held

39.2M

Call Options Held

Put Options Held

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Strategic Wealth Partners, Ltd. Spdr Bloomberg 3 12 Month T Bi Transaction History