Number of Shares
1.28 Mil
Current Holdings Value*
$117.01 Mil
% of Portfolio
2.46%
Total Estimate Gain
$494,927.39
% of Total Estimate Gain
0.25%

Dakota Wealth Management's SPDR Bloomberg 1-3 Month T-Bill ETF Holding Summary

As of 2025-06-30, Dakota Wealth Management held 1.28 Mil shares of SPDR Bloomberg 1-3 Month T-Bill ETF(BIL), totaling $117.01 Mil. This investment constitutes 2.46% of their stock portfolio, and Dakota Wealth Management now holds 0.28% of the outstanding SPDR Bloomberg 1-3 Month T-Bill ETF(BIL) stock.

The initial trade took place in 2018Q3. And since then Dakota Wealth Management has made 10 purchases of BIL, at an average price of $91.37, for a total of 2.14 Mil shares. In addition, there have been 6 sales at an average price of $91.49 for 869,239.00 shares. Based on historical transaction data and BIL's current price of $91.68, Dakota Wealth Management's estimated gain on his BIL holdings is $494,927.39, reflecting a 0.25% gain to date.

Dakota Wealth Management BIL ($91.68) Holding Chart

Dakota Wealth Management 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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