Number of Shares
74,400.00
Current Holdings Value*
$6.82 Mil
% of Portfolio
3.58%
Total Estimate Gain
$-6,324.00
% of Total Estimate Gain
-0.09%

Compass Financial Services Inc's SPDR Bloomberg 1-3 Month T-Bill ETF Holding Summary

As of 2025-03-31, Compass Financial Services Inc held 74,400.00 shares of SPDR Bloomberg 1-3 Month T-Bill ETF(BIL), totaling $6.82 Mil. This investment constitutes 3.58% of their stock portfolio, and Compass Financial Services Inc now holds 0.02% of the outstanding SPDR Bloomberg 1-3 Month T-Bill ETF(BIL) stock.

The initial trade took place in 2024Q4. And since then Compass Financial Services Inc has made 1 purchases of BIL, at an average price of $91.59, for a total of 74,400.00 shares. Based on historical transaction data and BIL's current price of $91.51, Compass Financial Services Inc's estimated gain on his BIL holdings is $-6,324.00, reflecting a -0.09% gain to date.

Compass Financial Services Inc BIL ($91.51) Holding Chart

Compass Financial Services Inc 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 %

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