Capstone Wealth Management Group LLC BILS Holdings History
Capstone Wealth Management Group LLC's SPDR Bloomberg 3-12 Month T-Bill ETF Holding Summary
As of 2025-06-30, Capstone Wealth Management Group LLC held 44,286.00 shares of SPDR Bloomberg 3-12 Month T-Bill ETF(BILS), totaling $4.40 Mil. This investment constitutes 3.2% of their stock portfolio, and Capstone Wealth Management Group LLC now holds 0.12% of the outstanding SPDR Bloomberg 3-12 Month T-Bill ETF(BILS) stock.
The initial trade took place in 2024Q4. And since then Capstone Wealth Management Group LLC has made 2 purchases of BILS, at an average price of $99.29, for a total of 44,286.00 shares. Based on historical transaction data and BILS's current price of $99.31, Capstone Wealth Management Group LLC's estimated gain on his BILS holdings is $1,045.80, reflecting a 0.02% gain to date.
Capstone Wealth Management Group LLC BILS ($99.31) Holding Chart
Capstone Wealth Management Group LLC BILS ($99.31) 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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