Number of Shares
121,099.00
Current Holdings Value*
$11.11 Mil
% of Portfolio
7.29%
Total Estimate Gain
$127,285.20
% of Total Estimate Gain
0.66%

FSC Wealth Advisors, LLC's SPDR Bloomberg 1-3 Month T-Bill ETF Holding Summary

As of 2025-03-31, FSC Wealth Advisors, LLC held 121,099.00 shares of SPDR Bloomberg 1-3 Month T-Bill ETF(BIL), totaling $11.11 Mil. This investment constitutes 7.29% of their stock portfolio, and FSC Wealth Advisors, LLC now holds 0.02% of the outstanding SPDR Bloomberg 1-3 Month T-Bill ETF(BIL) stock.

The initial trade took place in 2022Q4. And since then FSC Wealth Advisors, LLC has made 3 purchases of BIL, at an average price of $91.03, for a total of 210,504.00 shares. In addition, there have been 7 sales at an average price of $91.58 for 89,405.00 shares. Based on historical transaction data and BIL's current price of $91.67, FSC Wealth Advisors, LLC's estimated gain on his BIL holdings is $127,285.20, reflecting a 0.66% gain to date.

FSC Wealth Advisors, LLC BIL ($91.67) Holding Chart

FSC Wealth Advisors, LLC BIL ($91.67) 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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