Number of Shares
65,062.00
Current Holdings Value*
$6.47 Mil
% of Portfolio
0.48%
Total Estimate Gain
$64,644.81
% of Total Estimate Gain
0.35%

MONEY CONCEPTS CAPITAL CORP's SPDR Bloomberg 3-12 Month T-Bill ETF Holding Summary

As of 2025-03-31, MONEY CONCEPTS CAPITAL CORP held 65,062.00 shares of SPDR Bloomberg 3-12 Month T-Bill ETF(BILS), totaling $6.47 Mil. This investment constitutes 0.48% of their stock portfolio, and MONEY CONCEPTS CAPITAL CORP now holds 0.17% of the outstanding SPDR Bloomberg 3-12 Month T-Bill ETF(BILS) stock.

The initial trade took place in 2023Q1. And since then MONEY CONCEPTS CAPITAL CORP has made 5 purchases of BILS, at an average price of $98.93, for a total of 184,193.00 shares. In addition, there have been 4 sales at an average price of $99.25 for 119,131.00 shares. Based on historical transaction data and BILS's current price of $99.32, MONEY CONCEPTS CAPITAL CORP's estimated gain on his BILS holdings is $64,644.81, reflecting a 0.35% gain to date.

MONEY CONCEPTS CAPITAL CORP BILS ($99.32) Holding Chart

MONEY CONCEPTS CAPITAL CORP BILS ($99.32) 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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