Delos Wealth Advisors, LLC BILS Holdings History
Delos Wealth Advisors, LLC's SPDR Bloomberg 3-12 Month T-Bill ETF Holding Summary
As of 2025-03-31, Delos Wealth Advisors, LLC held 117,019.00 shares of SPDR Bloomberg 3-12 Month T-Bill ETF(BILS), totaling $11.64 Mil. This investment constitutes 9.22% of their stock portfolio, and Delos Wealth Advisors, LLC now holds 0.29% of the outstanding SPDR Bloomberg 3-12 Month T-Bill ETF(BILS) stock.
The initial trade took place in 2023Q1. And since then Delos Wealth Advisors, LLC has made 5 purchases of BILS, at an average price of $98.32, for a total of 135,393.00 shares. In addition, there have been 4 sales at an average price of $99.25 for 18,374.00 shares. Based on historical transaction data and BILS's current price of $99.31, Delos Wealth Advisors, LLC's estimated gain on his BILS holdings is $133,506.79, reflecting a 1.00% gain to date.
Delos Wealth Advisors, LLC BILS ($99.31) Holding Chart
Delos Wealth Advisors, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
