A detailed history of United Capital Financial Advisers, LLC transactions in Spdr Bloomberg 3 12 Month T Bi stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 2,049 shares of BILS stock, worth $204,059. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,049
Previous 2,944 30.4%
Holding current value
$204,059
Previous $292,000 30.48%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$98.98 - $99.4 $88,587 - $88,963
-895 Reduced 30.4%
2,049 $203,000
Q1 2024

May 15, 2024

SELL
$99.05 - $99.53 $174,129 - $174,973
-1,758 Reduced 37.39%
2,944 $292,000
Q4 2023

Feb 14, 2024

SELL
$98.89 - $99.53 $376,474 - $378,910
-3,807 Reduced 44.74%
4,702 $466,000
Q3 2023

Nov 14, 2023

BUY
$99.03 - $99.47 $545,259 - $547,681
5,506 Added 183.35%
8,509 $846,000
Q2 2023

Aug 14, 2023

BUY
$99.07 - $99.51 $297,507 - $298,828
3,003 New
3,003 $298,000

Others Institutions Holding BILS

About SPDR BLOOMBERG 3-12 MONTH T-BI


  • Ticker BILS
  • Sector ETFs
  • Industry ETFs
More about BILS
Track This Portfolio

Track United Capital Financial Advisers, LLC Portfolio

Follow United Capital Financial Advisers, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Capital Financial Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Capital Financial Advisers, LLC with notifications on news.