Vertex Planning Partners, LLC Spdr Bloomberg 1 3 Month T Bil Transaction History

Vertex Planning Partners, LLC

$458 Billion
Q1 2025

A detailed history of Vertex Planning Partners, LLC transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 15,867 shares of BIL stock, worth $1.46 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

15,867

Previous 18,737 15.32%

Holding current value

$1.46 Million

Previous $1.71 Billion 15.04%

% of portfolio

0.32%

Previous 0.38%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$91.45 - $91.75 $262,461 - $263,322	-2,870 Reduced 15.32%	15,867 $1.46 Billion
Q4 2024 Feb 12, 2025	BUY	$91.29 - $91.8 $749,764 - $753,953	8,213 Added 78.04%	18,737 $1.71 Billion
Q3 2024 Nov 07, 2024	BUY	$91.42 - $91.82 $440,552 - $442,480	4,819 Added 84.47%	10,524 $966 Million
Q2 2024 Aug 13, 2024	BUY	$91.42 - $91.82 $2,194 - $2,203	24 Added 0.42%	5,705 $524 Million
Q1 2024 May 13, 2024	SELL	$91.4 - $91.8 $145,234 - $145,870	-1,589 Reduced 21.86%	5,681 $522 Million
Q4 2023 Feb 14, 2024	BUY	$91.22 - $91.84 $2,280 - $2,296	25 Added 0.35%	7,270 $664 Million
Q3 2023 Nov 14, 2023	BUY	$91.43 - $91.86 $292,210 - $293,584	3,196 Added 78.93%	7,245 $665 Million
Q2 2023 Aug 14, 2023	BUY	$91.41 - $91.82 $25,686 - $25,801	281 Added 7.46%	4,049 $372 Million
Q1 2023 May 16, 2023	BUY	$91.4 - $91.84 $344,395 - $346,053	3,768 New	3,768 $346 Million

Others Institutions Holding BIL

# of Institutions

1,276

Shares Held

253M

Call Options Held

36.5K

Put Options Held

12.2K

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About SPDR BLOOMBERG 1-3 MONTH T-BIL

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Vertex Planning Partners, LLC Spdr Bloomberg 1 3 Month T Bil Transaction History