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

Vertex Planning Partners, LLC

  • $361 Billion
  • Q1 2024

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 5,681 shares of BIL stock, worth $521,402. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,681
Previous 7,270 21.86%
Holding current value
$521,402
Previous $664 Million 21.51%
% of portfolio
0.14%
Previous 0.2%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,007
Shares Held
208M
Call Options Held
25.9K
Put Options Held
9.3K
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 Vertex Planning Partners, LLC Portfolio

Follow Vertex Planning Partners, 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 Vertex Planning Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vertex Planning Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email