Pacific Capital Wealth Advisors, Inc. BIL Holdings History
Pacific Capital Wealth Advisors, Inc.'s SPDR Bloomberg 1-3 Month T-Bill ETF Holding Summary
As of 2025-06-30, Pacific Capital Wealth Advisors, Inc. held 136,913.00 shares of SPDR Bloomberg 1-3 Month T-Bill ETF(BIL), totaling $12.53 Mil. This investment constitutes 2.3% of their stock portfolio, and Pacific Capital Wealth Advisors, Inc. now holds 0.03% of the outstanding SPDR Bloomberg 1-3 Month T-Bill ETF(BIL) stock.
The initial trade took place in 2023Q4. And since then Pacific Capital Wealth Advisors, Inc. has made 5 purchases of BIL, at an average price of $91.60, for a total of 335,884.00 shares. In addition, there have been 2 sales at an average price of $91.60 for 198,971.00 shares. Based on historical transaction data and BIL's current price of $91.68, Pacific Capital Wealth Advisors, Inc.'s estimated gain on his BIL holdings is $8,802.64, reflecting a 0.03% gain to date.
Pacific Capital Wealth Advisors, Inc. BIL ($91.68) Holding Chart
Pacific Capital Wealth Advisors, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
