GeoWealth Management, LLC BIL Holdings History
GeoWealth Management, LLC's SPDR Bloomberg 1-3 Month T-Bill ETF Holding Summary
As of 2025-03-31, GeoWealth Management, LLC held 62,088.00 shares of SPDR Bloomberg 1-3 Month T-Bill ETF(BIL), totaling $5.70 Mil. This investment constitutes 0.23% of their stock portfolio, and GeoWealth Management, LLC now holds 0.01% of the outstanding SPDR Bloomberg 1-3 Month T-Bill ETF(BIL) stock.
The initial trade took place in 2019Q2. And since then GeoWealth Management, LLC has made 14 purchases of BIL, at an average price of $91.05, for a total of 2.49 Mil shares. In addition, there have been 8 sales at an average price of $91.54 for 2.43 Mil shares. Based on historical transaction data and BIL's current price of $91.67, GeoWealth Management, LLC's estimated gain on his BIL holdings is $1.22 Mil, reflecting a 0.54% gain to date.
GeoWealth Management, LLC BIL ($91.67) Holding Chart
GeoWealth Management, 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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