Summit Financial Strategies, Inc. Spdr Bloomberg 1 3 Month T Bil Transaction History
Summit Financial Strategies, Inc.
- $1.08 Billion
- Q3 2025
A detailed history of Summit Financial Strategies, Inc. transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 3,874 shares of BIL stock, worth $354,703. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,874
Previous 3,874
-0.0%
Holding current value
$354,703
Previous $355,000
-0.0%
% of portfolio
0.03%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding BIL
# of Institutions
1,314Shares Held
248MCall Options Held
39KPut Options Held
16K-
Morgan Stanley New York, NY22.8MShares$2.08 Billion0.14% of portfolio
-
Bank Of America Corp Charlotte, NC17.8MShares$1.63 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.2MShares$1.21 Billion0.38% of portfolio
-
Ubs Group Ag8.21MShares$752 Million0.14% of portfolio
-
Royal Bank Of Canada Toronto, A67.95MShares$728 Million0.14% of portfolio