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

Wealthsource Partners, LLC

$1.52 Billion
Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, Wealthsource Partners, LLC holds 6,021 shares of BIL stock, worth $552,366. This represents 0.04% of its overall portfolio holdings.

Number of Shares

6,021

Previous 4,206 43.15%

Holding current value

$552,366

Previous $386,000 42.49%

% of portfolio

0.04%

Previous 0.03%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 12, 2024	BUY	$91.22 - $91.84 $165,564 - $166,689	1,815 Added 43.15%	6,021 $550,000
Q3 2023 Nov 09, 2023	SELL	$91.43 - $91.86 $395,800 - $397,661	-4,329 Reduced 50.72%	4,206 $386,000
Q2 2023 Aug 14, 2023	SELL	$91.41 - $91.82 $1.25 Million - $1.25 Million	-13,637 Reduced 61.51%	8,535 $783,000
Q1 2023 May 15, 2023	SELL	$91.4 - $91.84 $968,657 - $973,320	-10,598 Reduced 32.34%	22,172 $2.04 Million
Q4 2022 Feb 09, 2023	SELL	$91.33 - $91.67 $280,474 - $281,518	-3,071 Reduced 8.57%	32,770 $3 Million
Q3 2022 Nov 14, 2022	BUY	$91.38 - $91.6 $3.28 Million - $3.28 Million	35,841 New	35,841 $3.28 Million
Q3 2020 Nov 16, 2020	SELL	$91.52 - $91.54 $364,615 - $364,695	-3,984 Closed	0 $0
Q2 2020 Aug 17, 2020	SELL	$91.52 - $91.58 $1.14 Million - $1.14 Million	-12,483 Reduced 75.81%	3,984 $365,000
Q1 2020 May 12, 2020	BUY	$91.44 - $91.66 $550,651 - $551,976	6,022 Added 57.65%	16,467 $1.51 Million
Q4 2019 Feb 12, 2020	SELL	$91.41 - $91.6 $350,465 - $351,194	-3,834 Reduced 26.85%	10,445 $955,000
Q3 2019 Nov 15, 2019	SELL	$91.47 - $91.59 $1.31 Million - $1.31 Million	-14,338 Reduced 50.1%	14,279 $1.31 Million
Q2 2019 Aug 09, 2019	BUY	N/A	23,428 Added 451.49%	28,617 $2.62 Million
Q1 2019 May 16, 2019	SELL	N/A	-2,495 Reduced 32.47%	5,189 $475,000
Q4 2018 Feb 06, 2019	BUY	N/A	1,631 Added 26.95%	7,684 $703,000
Q3 2018 Nov 13, 2018	BUY	N/A	465 Added 8.32%	6,053 $554,000
Q2 2018 Aug 14, 2018	BUY	N/A	5,588 New	5,588 $512,000

Others Institutions Holding BIL

# of Institutions

1,275

Shares Held

254M

Call Options Held

36.5K

Put Options Held

12.2K

View Full List

About SPDR BLOOMBERG 1-3 MONTH T-BIL

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