Sugarloaf Wealth Management, LLC Spdr Bloomberg 1 3 Month T Bil Transaction History

Sugarloaf Wealth Management, LLC

$493 Million
Q3 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 681 shares of BIL stock, worth $62,420. This represents 0.01% of its overall portfolio holdings.

Number of Shares

681

Previous 674 1.04%

Holding current value

$62,420

Previous $61,000 1.64%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$91.42 - $91.82 $639 - $642	7 Added 1.04%	681 $62,000
Q2 2024 Jul 08, 2024	BUY	$91.42 - $91.82 $731 - $734	8 Added 1.2%	674 $61,000
Q1 2024 Apr 23, 2024	BUY	$91.4 - $91.8 $457 - $459	5 Added 0.76%	666 $61,000
Q4 2023 Jan 10, 2024	SELL	$91.22 - $91.84 $8,209 - $8,265	-90 Reduced 11.98%	661 $60,000
Q3 2023 Nov 13, 2023	BUY	$91.43 - $91.86 $9,783 - $9,829	107 Added 16.61%	751 $68,000
Q2 2023 Jul 13, 2023	BUY	$91.41 - $91.82 $639 - $642	7 Added 1.1%	644 $59,000
Q1 2023 Apr 26, 2023	BUY	$91.4 - $91.84 $365 - $367	4 Added 0.63%	637 $58,000
Q4 2022 Feb 03, 2023	BUY	$91.33 - $91.67 $57,811 - $58,027	633 New	633 $57,000

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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Sugarloaf Wealth Management, LLC Spdr Bloomberg 1 3 Month T Bil Transaction History