Modern Wealth Management, LLC BIL Holdings History
Modern Wealth Management, LLC's SPDR Bloomberg 1-3 Month T-Bill ETF Holding Summary
As of 2025-03-31, Modern Wealth Management, LLC held 697,173.00 shares of SPDR Bloomberg 1-3 Month T-Bill ETF(BIL), totaling $63.95 Mil. This investment constitutes 2.04% of their stock portfolio, and Modern Wealth Management, LLC now holds 0.14% of the outstanding SPDR Bloomberg 1-3 Month T-Bill ETF(BIL) stock.
The initial trade took place in 2023Q4. And since then Modern Wealth Management, LLC has made 3 purchases of BIL, at an average price of $91.59, for a total of 746,115.00 shares. In addition, there have been 2 sales at an average price of $91.61 for 48,942.00 shares. Based on historical transaction data and BIL's current price of $91.64, Modern Wealth Management, LLC's estimated gain on his BIL holdings is $33,240.82, reflecting a 0.05% gain to date.
Modern Wealth Management, LLC BIL ($91.64) Holding Chart
Modern Wealth Management, LLC BIL ($91.64) 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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