Number of Shares
15,985.00
Current Holdings Value*
$1.47 Mil
% of Portfolio
1.22%
Total Estimate Gain
$1,278.80
% of Total Estimate Gain
0.09%

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

As of 2025-03-31, SpringVest Wealth Management LLC held 15,985.00 shares of SPDR Bloomberg 1-3 Month T-Bill ETF(BIL), totaling $1.47 Mil. This investment constitutes 1.22% of their stock portfolio, and SpringVest Wealth Management LLC now holds 0% of the outstanding SPDR Bloomberg 1-3 Month T-Bill ETF(BIL) stock.

The initial trade took place in 2025Q1. And since then SpringVest Wealth Management LLC has made 1 purchases of BIL, at an average price of $91.59, for a total of 15,985.00 shares. Based on historical transaction data and BIL's current price of $91.67, SpringVest Wealth Management LLC's estimated gain on his BIL holdings is $1,278.80, reflecting a 0.09% gain to date.

SpringVest Wealth Management LLC BIL ($91.67) Holding Chart

SpringVest Wealth Management LLC BIL ($91.67) 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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