Core Wealth Partners LLC BIL Holdings History
Core Wealth Partners LLC's SPDR Bloomberg 1-3 Month T-Bill ETF Holding Summary
As of 2025-03-31, Core Wealth Partners LLC held 56,169.00 shares of SPDR Bloomberg 1-3 Month T-Bill ETF(BIL), totaling $5.15 Mil. This investment constitutes 3% of their stock portfolio, and Core Wealth Partners LLC now holds 0.01% of the outstanding SPDR Bloomberg 1-3 Month T-Bill ETF(BIL) stock.
The initial trade took place in 2022Q4. And since then Core Wealth Partners LLC has made 4 purchases of BIL, at an average price of $91.05, for a total of 66,507.00 shares. In addition, there have been 5 sales at an average price of $91.09 for 10,338.00 shares. Based on historical transaction data and BIL's current price of $91.68, Core Wealth Partners LLC's estimated gain on his BIL holdings is $36,027.17, reflecting a 0.59% gain to date.
Core Wealth Partners LLC BIL ($91.68) Holding Chart
Core Wealth Partners LLC BIL ($91.68) 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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