Number of Shares
177,754.00
Current Holdings Value*
$16.31 Mil
% of Portfolio
2.2%
Total Estimate Gain
$222,101.51
% of Total Estimate Gain
0.73%

Focused Wealth Management, Inc's SPDR Bloomberg 1-3 Month T-Bill ETF Holding Summary

As of 2025-03-31, Focused Wealth Management, Inc held 177,754.00 shares of SPDR Bloomberg 1-3 Month T-Bill ETF(BIL), totaling $16.31 Mil. This investment constitutes 2.2% of their stock portfolio, and Focused Wealth Management, Inc now holds 0.03% of the outstanding SPDR Bloomberg 1-3 Month T-Bill ETF(BIL) stock.

The initial trade took place in 2023Q1. And since then Focused Wealth Management, Inc has made 7 purchases of BIL, at an average price of $90.88, for a total of 335,665.00 shares. In addition, there have been 2 sales at an average price of $91.59 for 157,911.00 shares. Based on historical transaction data and BIL's current price of $91.50, Focused Wealth Management, Inc's estimated gain on his BIL holdings is $222,101.51, reflecting a 0.73% gain to date.

Focused Wealth Management, Inc BIL ($91.50) Holding Chart

Focused Wealth Management, Inc BIL ($91.50) 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