Wj Wealth Management, LLC Spdr Bloomberg 3 12 Month T Bi Transaction History

Wj Wealth Management, LLC

$267 Million
Q3 2024

A detailed history of Wj Wealth Management, LLC transactions in Spdr Bloomberg 3 12 Month T Bi stock. As of the latest transaction made, Wj Wealth Management, LLC holds 9,070 shares of BILS stock, worth $901,285. This represents 0.34% of its overall portfolio holdings.

Number of Shares

9,070

Previous 13,152 31.04%

Holding current value

$901,285

Previous $1.31 Million 30.86%

% of portfolio

0.34%

Previous 0.49%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$98.97 - $99.59 $403,995 - $406,526	-4,082 Reduced 31.04%	9,070 $903,000
Q2 2024 Aug 09, 2024	SELL	$98.98 - $99.4 $45,332 - $45,525	-458 Reduced 3.37%	13,152 $1.31 Million
Q1 2024 Apr 17, 2024	SELL	$99.05 - $99.53 $956,922 - $961,559	-9,661 Reduced 41.52%	13,610 $1.35 Million
Q4 2023 Jan 12, 2024	SELL	$98.89 - $99.53 $697,075 - $701,586	-7,049 Reduced 23.25%	23,271 $2.31 Million
Q3 2023 Oct 10, 2023	SELL	$99.03 - $99.47 $238,266 - $239,324	-2,406 Reduced 7.35%	30,320 $3.01 Million
Q2 2023 Jul 11, 2023	BUY	$99.07 - $99.51 $1.28 Million - $1.28 Million	12,903 Added 65.09%	32,726 $3.25 Million
Q1 2023 Apr 12, 2023	BUY	$99.12 - $99.61 $992,488 - $997,394	10,013 Added 102.07%	19,823 $1.97 Million
Q4 2022 Feb 15, 2023	BUY	$99.12 - $99.52 $972,367 - $976,291	9,810 New	9,810 $974,000

Others Institutions Holding BILS

# of Institutions

236

Shares Held

22.4M

Call Options Held

Put Options Held

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About SPDR BLOOMBERG 3-12 MONTH T-BI

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Wj Wealth Management, LLC Spdr Bloomberg 3 12 Month T Bi Transaction History