A detailed history of Worth Financial Advisory Group, LLC transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 5,412 shares of BIL stock, worth $494,494. This represents 0.29% of its overall portfolio holdings.

Number of Shares
5,412
Previous 5,352 1.12%
Holding current value
$494,494
Previous $491 Million 1.15%
% of portfolio
0.29%
Previous 0.32%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$91.42 - $91.82 $5,485 - $5,509
60 Added 1.12%
5,412 $497 Million
Q2 2024

Jul 26, 2024

BUY
$91.42 - $91.82 $105,590 - $106,052
1,155 Added 27.52%
5,352 $491 Million
Q1 2024

Apr 30, 2024

BUY
$91.4 - $91.8 $154,557 - $155,233
1,691 Added 67.48%
4,197 $385 Million
Q4 2023

Jan 19, 2024

BUY
$91.22 - $91.84 $24,173 - $24,337
265 Added 11.83%
2,506 $229 Million
Q3 2023

Oct 13, 2023

BUY
$91.43 - $91.86 $204,894 - $205,858
2,241 New
2,241 $206 Million

Others Institutions Holding BIL

About SPDR BLOOMBERG 1-3 MONTH T-BIL


  • Ticker BIL
  • Sector ETFs
  • Industry ETFs
More about BIL
Track This Portfolio

Track Worth Financial Advisory Group, LLC Portfolio

Follow Worth Financial Advisory Group, 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 Worth Financial Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Worth Financial Advisory Group, LLC with notifications on news.