Number of Shares
74,559.00
Current Holdings Value*
$6.84 Mil
% of Portfolio
2.31%
Total Estimate Gain
$11,246.48
% of Total Estimate Gain
0.11%

BEAM WEALTH ADVISORS, INC.'s SPDR Bloomberg 1-3 Month T-Bill ETF Holding Summary

As of 2025-03-31, BEAM WEALTH ADVISORS, INC. held 74,559.00 shares of SPDR Bloomberg 1-3 Month T-Bill ETF(BIL), totaling $6.84 Mil. This investment constitutes 2.31% of their stock portfolio, and BEAM WEALTH ADVISORS, INC. now holds 0.01% of the outstanding SPDR Bloomberg 1-3 Month T-Bill ETF(BIL) stock.

The initial trade took place in 2023Q2. And since then BEAM WEALTH ADVISORS, INC. has made 6 purchases of BIL, at an average price of $91.47, for a total of 113,182.00 shares. In addition, there have been 2 sales at an average price of $91.60 for 38,623.00 shares. Based on historical transaction data and BIL's current price of $91.56, BEAM WEALTH ADVISORS, INC.'s estimated gain on his BIL holdings is $11,246.48, reflecting a 0.11% gain to date.

BEAM WEALTH ADVISORS, INC. BIL ($91.56) Holding Chart

BEAM WEALTH ADVISORS, INC. BIL ($91.56) 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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