Apriem Advisors BIL Holdings History

Number of Shares
229,604.00
Current Holdings Value*
$21.06 Mil
% of Portfolio
2.47%
Total Estimate Gain
$-10,078.60
% of Total Estimate Gain
-0.02%

Apriem Advisors's SPDR Bloomberg 1-3 Month T-Bill ETF Holding Summary

As of 2025-03-31, Apriem Advisors held 229,604.00 shares of SPDR Bloomberg 1-3 Month T-Bill ETF(BIL), totaling $21.06 Mil. This investment constitutes 2.47% of their stock portfolio, and Apriem Advisors now holds 0.04% of the outstanding SPDR Bloomberg 1-3 Month T-Bill ETF(BIL) stock.

The initial trade took place in 2023Q3. And since then Apriem Advisors has made 6 purchases of BIL, at an average price of $91.63, for a total of 460,807.00 shares. In addition, there have been 1 sales at an average price of $91.63 for 231,203.00 shares. Based on historical transaction data and BIL's current price of $91.58, Apriem Advisors's estimated gain on his BIL holdings is $-10,078.60, reflecting a -0.02% gain to date.

Apriem Advisors BIL ($91.58) Holding Chart

Apriem Advisors BIL ($91.58) 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 %

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