Integrated Wealth Concepts LLC BILS Holdings History
Integrated Wealth Concepts LLC's SPDR Bloomberg 3-12 Month T-Bill ETF Holding Summary
As of 2025-03-31, Integrated Wealth Concepts LLC held 173,279.00 shares of SPDR Bloomberg 3-12 Month T-Bill ETF(BILS), totaling $17.24 Mil. This investment constitutes 0.2% of their stock portfolio, and Integrated Wealth Concepts LLC now holds 0.43% of the outstanding SPDR Bloomberg 3-12 Month T-Bill ETF(BILS) stock.
The initial trade took place in 2022Q4. And since then Integrated Wealth Concepts LLC has made 8 purchases of BILS, at an average price of $99.14, for a total of 381,042.00 shares. In addition, there have been 2 sales at an average price of $99.33 for 207,763.00 shares. Based on historical transaction data and BILS's current price of $99.31, Integrated Wealth Concepts LLC's estimated gain on his BILS holdings is $69,453.17, reflecting a 0.18% gain to date.
Integrated Wealth Concepts LLC BILS ($99.31) Holding Chart
Integrated Wealth Concepts LLC BILS ($99.31) 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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