Hershey Financial Advisers, LLC BILS Holdings History
Number of Shares
62,334.00
Current Holdings Value*
$6.18 Mil
% of Portfolio
5.44%
Total Estimate Gain
$25,911.00
% of Total Estimate Gain
0.11%
Hershey Financial Advisers, LLC's SPDR Bloomberg 3-12 Month T-Bill ETF Holding Summary
As of 2024-12-31, Hershey Financial Advisers, LLC held 62,334.00 shares of SPDR Bloomberg 3-12 Month T-Bill ETF(BILS), totaling $6.18 Mil. This investment constitutes 5.44% of their stock portfolio, and Hershey Financial Advisers, LLC now holds 0.18% of the outstanding SPDR Bloomberg 3-12 Month T-Bill ETF(BILS) stock.
The initial trade took place in 2024Q2. In addition, there have been 1 sales at an average price of $99.28 for 184,010.00 shares. Based on historical transaction data and BILS's current price of $99.34, Hershey Financial Advisers, LLC's estimated gain on his BILS holdings is $25,911.00, reflecting a 0.11% gain to date.
Hershey Financial Advisers, LLC BILS ($99.34) Holding Chart
Hershey Financial Advisers, LLC BILS ($99.34) 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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