Number of Shares
210,485.00
Current Holdings Value*
$19.31 Mil
% of Portfolio
3.62%
Total Estimate Gain
$383,064.98
% of Total Estimate Gain
0.03%

Strategic Financial Concepts, LLC's SPDR Bloomberg 1-3 Month T-Bill ETF Holding Summary

As of 2025-03-31, Strategic Financial Concepts, LLC held 210,485.00 shares of SPDR Bloomberg 1-3 Month T-Bill ETF(BIL), totaling $19.31 Mil. This investment constitutes 3.62% of their stock portfolio, and Strategic Financial Concepts, LLC now holds 0.04% of the outstanding SPDR Bloomberg 1-3 Month T-Bill ETF(BIL) stock.

The initial trade took place in 2023Q2. And since then Strategic Financial Concepts, LLC has made 5 purchases of BIL, at an average price of $91.61, for a total of 15.87 Mil shares. In addition, there have been 3 sales at an average price of $91.63 for 15.66 Mil shares. Based on historical transaction data and BIL's current price of $91.68, Strategic Financial Concepts, LLC's estimated gain on his BIL holdings is $383,064.98, reflecting a 0.03% gain to date.

Strategic Financial Concepts, LLC BIL ($91.68) Holding Chart

Strategic Financial Concepts, LLC 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 %

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