Number of Shares
779,930.00
Current Holdings Value*
$71.54 Mil
% of Portfolio
1.9%
Total Estimate Gain
$206,640.77
% of Total Estimate Gain
0.22%

AXXCESS WEALTH MANAGEMENT, LLC's SPDR Bloomberg 1-3 Month T-Bill ETF Holding Summary

As of 2025-03-31, AXXCESS WEALTH MANAGEMENT, LLC held 779,930.00 shares of SPDR Bloomberg 1-3 Month T-Bill ETF(BIL), totaling $71.54 Mil. This investment constitutes 1.9% of their stock portfolio, and AXXCESS WEALTH MANAGEMENT, LLC now holds 0.15% of the outstanding SPDR Bloomberg 1-3 Month T-Bill ETF(BIL) stock.

The initial trade took place in 2021Q4. And since then AXXCESS WEALTH MANAGEMENT, LLC has made 7 purchases of BIL, at an average price of $91.29, for a total of 1.03 Mil shares. In addition, there have been 7 sales at an average price of $91.45 for 250,317.00 shares. Based on historical transaction data and BIL's current price of $91.51, AXXCESS WEALTH MANAGEMENT, LLC's estimated gain on his BIL holdings is $206,640.77, reflecting a 0.22% gain to date.

AXXCESS WEALTH MANAGEMENT, LLC BIL ($91.51) Holding Chart

AXXCESS WEALTH MANAGEMENT, LLC BIL ($91.51) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1