Number of Shares
64,138.00
Current Holdings Value*
$5.88 Mil
% of Portfolio
5.7%
Total Estimate Gain
$26,218.20
% of Total Estimate Gain
0.08%

Spartan Planning & Wealth Management's SPDR Bloomberg 1-3 Month T-Bill ETF Holding Summary

As of 2025-03-31, Spartan Planning & Wealth Management held 64,138.00 shares of SPDR Bloomberg 1-3 Month T-Bill ETF(BIL), totaling $5.88 Mil. This investment constitutes 5.7% of their stock portfolio, and Spartan Planning & Wealth Management now holds 0.01% of the outstanding SPDR Bloomberg 1-3 Month T-Bill ETF(BIL) stock.

The initial trade took place in 2022Q1. And since then Spartan Planning & Wealth Management has made 4 purchases of BIL, at an average price of $91.38, for a total of 349,687.00 shares. In addition, there have been 3 sales at an average price of $91.40 for 285,549.00 shares. Based on historical transaction data and BIL's current price of $91.73, Spartan Planning & Wealth Management's estimated gain on his BIL holdings is $26,218.20, reflecting a 0.08% gain to date.

Spartan Planning & Wealth Management BIL ($91.73) Holding Chart

Spartan Planning & Wealth Management BIL ($91.73) 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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