EverSource Wealth Advisors, LLC BIL Holdings History
EverSource Wealth Advisors, LLC's SPDR Bloomberg 1-3 Month T-Bill ETF Holding Summary
As of 2025-03-31, EverSource Wealth Advisors, LLC held 290,250.00 shares of SPDR Bloomberg 1-3 Month T-Bill ETF(BIL), totaling $26.62 Mil. This investment constitutes 1.47% of their stock portfolio, and EverSource Wealth Advisors, LLC now holds 0.06% of the outstanding SPDR Bloomberg 1-3 Month T-Bill ETF(BIL) stock.
The initial trade took place in 2021Q4. And since then EverSource Wealth Advisors, LLC has made 7 purchases of BIL, at an average price of $91.21, for a total of 401,645.00 shares. In addition, there have been 5 sales at an average price of $91.48 for 111,395.00 shares. Based on historical transaction data and BIL's current price of $91.64, EverSource Wealth Advisors, LLC's estimated gain on his BIL holdings is $153,590.22, reflecting a 0.42% gain to date.
EverSource Wealth Advisors, LLC BIL ($91.64) Holding Chart
EverSource Wealth 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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