Number of Shares
87,555.00
Current Holdings Value*
$8.03 Mil
% of Portfolio
2.23%
Total Estimate Gain
$102,665.51
% of Total Estimate Gain
0.82%

Legacy Capital Group California, Inc.'s SPDR Bloomberg 1-3 Month T-Bill ETF Holding Summary

As of 2025-06-30, Legacy Capital Group California, Inc. held 87,555.00 shares of SPDR Bloomberg 1-3 Month T-Bill ETF(BIL), totaling $8.03 Mil. This investment constitutes 2.23% of their stock portfolio, and Legacy Capital Group California, Inc. now holds 0.02% of the outstanding SPDR Bloomberg 1-3 Month T-Bill ETF(BIL) stock.

The initial trade took place in 2023Q1. And since then Legacy Capital Group California, Inc. has made 6 purchases of BIL, at an average price of $90.91, for a total of 138,086.00 shares. In addition, there have been 3 sales at an average price of $91.60 for 50,531.00 shares. Based on historical transaction data and BIL's current price of $91.68, Legacy Capital Group California, Inc.'s estimated gain on his BIL holdings is $102,665.51, reflecting a 0.82% gain to date.

Legacy Capital Group California, Inc. BIL ($91.68) Holding Chart

Legacy Capital Group California, 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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