Number of Shares
16,283.00
Current Holdings Value*
$1.49 Mil
% of Portfolio
1.34%
Total Estimate Gain
$1,465.47
% of Total Estimate Gain
0.10%

Joel Adams & Associates, Inc.'s SPDR Bloomberg 1-3 Month T-Bill ETF Holding Summary

As of 2025-03-31, Joel Adams & Associates, Inc. held 16,283.00 shares of SPDR Bloomberg 1-3 Month T-Bill ETF(BIL), totaling $1.49 Mil. This investment constitutes 1.34% of their stock portfolio, and Joel Adams & Associates, Inc. now holds 0% of the outstanding SPDR Bloomberg 1-3 Month T-Bill ETF(BIL) stock.

The initial trade took place in 2024Q4. And since then Joel Adams & Associates, Inc. has made 1 purchases of BIL, at an average price of $91.59, for a total of 16,283.00 shares. Based on historical transaction data and BIL's current price of $91.68, Joel Adams & Associates, Inc.'s estimated gain on his BIL holdings is $1,465.47, reflecting a 0.10% gain to date.

Joel Adams & Associates, Inc. BIL ($91.68) Holding Chart

Joel Adams & Associates, Inc. BIL ($91.68) 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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