Number of Shares
30,408.00
Current Holdings Value*
$2.78 Mil
% of Portfolio
1.92%
Total Estimate Gain
$94.29
% of Total Estimate Gain
0.00%

Wallace Advisory Group, LLC's SPDR Bloomberg 1-3 Month T-Bill ETF Holding Summary

As of 2025-03-31, Wallace Advisory Group, LLC held 30,408.00 shares of SPDR Bloomberg 1-3 Month T-Bill ETF(BIL), totaling $2.78 Mil. This investment constitutes 1.92% of their stock portfolio, and Wallace Advisory Group, LLC now holds 0.01% of the outstanding SPDR Bloomberg 1-3 Month T-Bill ETF(BIL) stock.

The initial trade took place in 2024Q2. And since then Wallace Advisory Group, LLC has made 3 purchases of BIL, at an average price of $91.59, for a total of 30,464.00 shares. In addition, there have been 1 sales at an average price of $91.63 for 56.00 shares. Based on historical transaction data and BIL's current price of $91.60, Wallace Advisory Group, LLC's estimated gain on his BIL holdings is $94.29, reflecting a 0.00% gain to date.

Wallace Advisory Group, LLC BIL ($91.60) Holding Chart

Wallace Advisory Group, LLC BIL ($91.60) 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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