Number of Shares
103,310.00
Current Holdings Value*
$10.28 Mil
% of Portfolio
6.19%
Total Estimate Gain
$-6,464.30
% of Total Estimate Gain
-0.06%

MOKAN Wealth Management Inc.'s SPDR Bloomberg 3-12 Month T-Bill ETF Holding Summary

As of 2025-03-31, MOKAN Wealth Management Inc. held 103,310.00 shares of SPDR Bloomberg 3-12 Month T-Bill ETF(BILS), totaling $10.28 Mil. This investment constitutes 6.19% of their stock portfolio, and MOKAN Wealth Management Inc. now holds 0.26% of the outstanding SPDR Bloomberg 3-12 Month T-Bill ETF(BILS) stock.

The initial trade took place in 2024Q4. And since then MOKAN Wealth Management Inc. has made 1 purchases of BILS, at an average price of $99.28, for a total of 103,310.00 shares. Based on historical transaction data and BILS's current price of $99.22, MOKAN Wealth Management Inc.'s estimated gain on his BILS holdings is $-6,464.30, reflecting a -0.06% gain to date.

MOKAN Wealth Management Inc. BILS ($99.22) Holding Chart

MOKAN Wealth Management Inc. BILS ($99.22) 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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