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 $551,523. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,021
Previous 4,206 43.15%
Holding current value
$551,523
Previous $386,000 42.49%
% of portfolio
0.04%
Previous 0.03%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,306
Shares Held
247M
Call Options Held
23.3K
Put Options Held
49.1K
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 Wealthsource Partners, LLC Portfolio

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

News

Stay updated on Wealthsource Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email