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

Venturi Wealth Management, LLC

  • $1.86 Billion
  • Q2 2025

A detailed history of Venturi Wealth Management, LLC transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 3,244 shares of BIL stock, worth $296,955. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,244
Previous 64,559 94.98%
Holding current value
$296,955
Previous $5.92 Million 94.98%
% of portfolio
0.02%
Previous 0.33%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
SELL
$91.43 - $91.74 $5.61 Million - $5.63 Million
-61,315 Reduced 94.98%
3,244 $297,000
Q1 2025

May 06, 2025
SELL
$91.45 - $91.75 $470,144 - $471,686
-5,141 Reduced 7.38%
64,559 $5.92 Million
Q4 2024

Jan 31, 2025
BUY
$91.29 - $91.8 $3.99 Million - $4.01 Million
43,685 Added 167.92%
69,700 $6.37 Million
Q3 2024

Nov 04, 2024
SELL
$91.42 - $91.82 $244,639 - $245,710
-2,676 Reduced 9.33%
26,015 $2.39 Million
Q2 2024

Jul 19, 2024
BUY
$91.42 - $91.82 $131,827 - $132,404
1,442 Added 5.29%
28,691 $2.63 Million
Q1 2024

Apr 23, 2024
SELL
$91.4 - $91.8 $47,802 - $48,011
-523 Reduced 1.88%
27,249 $2.5 Million
Q4 2023

Jan 23, 2024
BUY
$91.22 - $91.84 $192,565 - $193,874
2,111 Added 8.23%
27,772 $2.54 Million
Q3 2023

Nov 02, 2023
BUY
$91.43 - $91.86 $2.35 Million - $2.36 Million
25,661 New
25,661 $2.36 Million
Q1 2023

May 02, 2023
BUY
$91.4 - $91.84 $274 - $275
3 Added 0.01%
25,406 $2.33 Million
Q4 2022

Jan 31, 2023
SELL
$91.33 - $91.67 $8,311 - $8,341
-91 Reduced 0.36%
25,403 $2.32 Million
Q3 2022

Nov 14, 2022
BUY
$91.38 - $91.6 $2.33 Million - $2.34 Million
25,494 New
25,494 $2.34 Million

Others Institutions Holding BIL

# of Institutions
1,270
Shares Held
242M
Call Options Held
36.5K
Put Options Held
8.7K
View Full List

About SPDR BLOOMBERG 1-3 MONTH T-BIL

BIL Quotes by TradingView
  • Ticker BIL
  • Sector ETFs
  • Industry ETFs
More about BIL
Track This Portfolio

Track Venturi Wealth Management, LLC Portfolio

Follow Venturi Wealth Management, 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 Venturi Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Venturi Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email