Number of Shares
9,810.00
Current Holdings Value*
$899,890.00
% of Portfolio
0.59%
Total Estimate Gain
$5,547.22
% of Total Estimate Gain
0.06%

National Wealth Management Group, LLC's SPDR Bloomberg 1-3 Month T-Bill ETF Holding Summary

As of 2025-03-31, National Wealth Management Group, LLC held 9,810.00 shares of SPDR Bloomberg 1-3 Month T-Bill ETF(BIL), totaling $899,890.00. This investment constitutes 0.59% of their stock portfolio, and National Wealth Management Group, LLC now holds 0% of the outstanding SPDR Bloomberg 1-3 Month T-Bill ETF(BIL) stock.

The initial trade took place in 2021Q4. And since then National Wealth Management Group, LLC has made 4 purchases of BIL, at an average price of $91.48, for a total of 109,314.00 shares. In addition, there have been 4 sales at an average price of $91.51 for 99,504.00 shares. Based on historical transaction data and BIL's current price of $91.66, National Wealth Management Group, LLC's estimated gain on his BIL holdings is $5,547.22, reflecting a 0.06% gain to date.

National Wealth Management Group, LLC BIL ($91.66) Holding Chart

National Wealth Management Group, LLC BIL ($91.66) 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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