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

Upper Left Wealth Management, LLC

  • $134 Million
  • Q1 2025

A detailed history of Upper Left Wealth Management, LLC transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 44,100 shares of BIL stock, worth $4.04 Million. This represents 3.03% of its overall portfolio holdings.

Number of Shares
44,100
Previous 35,246 25.12%
Holding current value
$4.04 Million
Previous $3.22 Million 25.54%
% of portfolio
3.03%
Previous 2.89%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$91.45 - $91.75 $809,698 - $812,354
8,854 Added 25.12%
44,100 $4.05 Million
Q4 2024

Jan 23, 2025
BUY
$91.29 - $91.8 $9,220 - $9,271
101 Added 0.29%
35,246 $3.22 Million
Q3 2024

Nov 13, 2024
SELL
$91.42 - $91.82 $1.02 Million - $1.02 Million
-11,141 Reduced 24.07%
35,145 $3.23 Million
Q2 2024

Jul 25, 2024
SELL
$91.42 - $91.82 $48,909 - $49,123
-535 Reduced 1.14%
46,286 $4.25 Million
Q1 2024

Apr 23, 2024
BUY
$91.4 - $91.8 $4.28 Million - $4.3 Million
46,821 New
46,821 $4.3 Million

Others Institutions Holding BIL

# of Institutions
1,229
Shares Held
246M
Call Options Held
3.3K
Put Options Held
105K
View Full List

About SPDR BLOOMBERG 1-3 MONTH T-BIL

BIL Quotes by TradingView
  • Ticker BIL
  • Sector ETFs
  • Industry ETFs
More about BIL
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