Number of Shares
191,323.00
Current Holdings Value*
$19.01 Mil
% of Portfolio
4.17%
Total Estimate Gain
$264,600.21
% of Total Estimate Gain
0.58%

TMD Wealth Management, LLC's SPDR Bloomberg 3-12 Month T-Bill ETF Holding Summary

As of 2024-06-30, TMD Wealth Management, LLC held 191,323.00 shares of SPDR Bloomberg 3-12 Month T-Bill ETF(BILS), totaling $19.01 Mil. This investment constitutes 4.17% of their stock portfolio, and TMD Wealth Management, LLC now holds -% of the outstanding SPDR Bloomberg 3-12 Month T-Bill ETF(BILS) stock.

The initial trade took place in 2023Q1. And since then TMD Wealth Management, LLC has made 4 purchases of BILS, at an average price of $98.69, for a total of 463,580.00 shares. In addition, there have been 2 sales at an average price of $99.25 for 272,257.00 shares. Based on historical transaction data and BILS's current price of $99.28, TMD Wealth Management, LLC's estimated gain on his BILS holdings is $264,600.21, reflecting a 0.58% gain to date.

TMD Wealth Management, LLC BILS ($99.28) Holding Chart

TMD Wealth Management, LLC BILS ($99.28) 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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