Cornerstone Planning, LLC BILS Holdings History
Number of Shares
69,739.00
Current Holdings Value*
$6.91 Mil
% of Portfolio
2.64%
Total Estimate Gain
$2,092.17
% of Total Estimate Gain
0.03%
Cornerstone Planning, LLC's SPDR Bloomberg 3-12 Month T-Bill ETF Holding Summary
As of 2024-12-31, Cornerstone Planning, LLC held 69,739.00 shares of SPDR Bloomberg 3-12 Month T-Bill ETF(BILS), totaling $6.91 Mil. This investment constitutes 2.64% of their stock portfolio, and Cornerstone Planning, LLC now holds 0.19% of the outstanding SPDR Bloomberg 3-12 Month T-Bill ETF(BILS) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and BILS's current price of $99.31, Cornerstone Planning, LLC's estimated gain on his BILS holdings is $2,092.17, reflecting a 0.03% gain to date.
Cornerstone Planning, LLC BILS ($99.31) Holding Chart
Cornerstone Planning, 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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