Number of Shares
9,373.00
Current Holdings Value*
$858,000.00
% of Portfolio
0.31%
Total Estimate Gain
$704.42
% of Total Estimate Gain
0.06%

FirstPurpose Wealth LLC's SPDR Bloomberg 1-3 Month T-Bill ETF Holding Summary

As of 2024-03-31, FirstPurpose Wealth LLC held 9,373.00 shares of SPDR Bloomberg 1-3 Month T-Bill ETF(BIL), totaling $858,000.00. This investment constitutes 0.31% of their stock portfolio, and FirstPurpose Wealth LLC now holds -% of the outstanding SPDR Bloomberg 1-3 Month T-Bill ETF(BIL) stock.

The initial trade took place in 2022Q4. And since then FirstPurpose Wealth LLC has made 3 purchases of BIL, at an average price of $91.46, for a total of 12,279.00 shares. In addition, there have been 1 sales at an average price of $90.88 for 2,906.00 shares. Based on historical transaction data and BIL's current price of $91.72, FirstPurpose Wealth LLC's estimated gain on his BIL holdings is $704.42, reflecting a 0.06% gain to date.

FirstPurpose Wealth LLC BIL ($91.72) Holding Chart

FirstPurpose Wealth LLC BIL ($91.72) 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