Number of Shares
102,617.00
Current Holdings Value*
$9.41 Mil
% of Portfolio
1.02%
Total Estimate Gain
$40,392.27
% of Total Estimate Gain
0.26%

CapWealth Advisors, LLC's SPDR Bloomberg 1-3 Month T-Bill ETF Holding Summary

As of 2025-03-31, CapWealth Advisors, LLC held 102,617.00 shares of SPDR Bloomberg 1-3 Month T-Bill ETF(BIL), totaling $9.41 Mil. This investment constitutes 1.02% of their stock portfolio, and CapWealth Advisors, LLC now holds 0.02% of the outstanding SPDR Bloomberg 1-3 Month T-Bill ETF(BIL) stock.

The initial trade took place in 2022Q1. And since then CapWealth Advisors, LLC has made 8 purchases of BIL, at an average price of $91.28, for a total of 171,809.00 shares. In addition, there have been 5 sales at an average price of $91.33 for 69,192.00 shares. Based on historical transaction data and BIL's current price of $91.64, CapWealth Advisors, LLC's estimated gain on his BIL holdings is $40,392.27, reflecting a 0.26% gain to date.

CapWealth Advisors, LLC BIL ($91.64) Holding Chart

CapWealth Advisors, LLC BIL ($91.64) 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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