Treasure Coast Financial Planning Spdr Bloomberg 3 12 Month T Bi Transaction History

Treasure Coast Financial Planning

$151 Million
Q4 2024

A detailed history of Treasure Coast Financial Planning transactions in Spdr Bloomberg 3 12 Month T Bi stock. As of the latest transaction made, Treasure Coast Financial Planning holds 111,905 shares of BILS stock, worth $11.1 Million. This represents 7.35% of its overall portfolio holdings.

Number of Shares

111,905

Previous 115,727 3.3%

Holding current value

$11.1 Million

Previous $11.5 Million 3.72%

% of portfolio

7.35%

Previous 7.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$99.0 - $99.5 $378,378 - $380,289	-3,822 Reduced 3.3%	111,905 $11.1 Million
Q3 2024 Nov 12, 2024	BUY	$98.97 - $99.59 $330,955 - $333,028	3,344 Added 2.98%	115,727 $11.5 Million
Q2 2024 Jul 22, 2024	BUY	$98.98 - $99.4 $431,453 - $433,284	4,359 Added 4.04%	112,383 $11.2 Million
Q1 2024 Apr 26, 2024	BUY	$99.05 - $99.53 $188,095 - $189,007	1,899 Added 1.79%	108,024 $10.7 Million
Q4 2023 Feb 01, 2024	SELL	$98.89 - $99.53 $202,131 - $203,439	-2,044 Reduced 1.89%	106,125 $10.5 Million
Q3 2023 Nov 06, 2023	BUY	$99.03 - $99.47 $179,343 - $180,140	1,811 Added 1.7%	108,169 $10.8 Million
Q2 2023 Jul 21, 2023	BUY	$99.07 - $99.51 $9.53 Million - $9.57 Million	96,217 Added 948.79%	106,358 $10.6 Million
Q1 2023 May 04, 2023	BUY	$99.12 - $99.61 $1.01 Million - $1.01 Million	10,141 New	10,141 $1.01 Million

Others Institutions Holding BILS

# of Institutions

263

Shares Held

39.2M

Call Options Held

Put Options Held

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About SPDR BLOOMBERG 3-12 MONTH T-BI

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Treasure Coast Financial Planning Spdr Bloomberg 3 12 Month T Bi Transaction History