Spartan Planning & Wealth Management BIL Holdings History
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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