Number of Shares
1.15 Mil
Current Holdings Value*
$105.84 Mil
% of Portfolio
2.57%
Total Estimate Gain
$54,494.85
% of Total Estimate Gain
0.05%

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

As of 2025-03-31, Concurrent Investment Advisors, LLC held 1.15 Mil shares of SPDR Bloomberg 1-3 Month T-Bill ETF(BIL), totaling $105.84 Mil. This investment constitutes 2.57% of their stock portfolio, and Concurrent Investment Advisors, LLC now holds 0.22% of the outstanding SPDR Bloomberg 1-3 Month T-Bill ETF(BIL) stock.

The initial trade took place in 2023Q4. And since then Concurrent Investment Advisors, LLC has made 5 purchases of BIL, at an average price of $91.59, for a total of 1.15 Mil shares. Based on historical transaction data and BIL's current price of $91.64, Concurrent Investment Advisors, LLC's estimated gain on his BIL holdings is $54,494.85, reflecting a 0.05% gain to date.

Concurrent Investment Advisors, LLC BIL ($91.64) Holding Chart

Concurrent Investment 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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