Heritage Wealth Partners, LLC Spdr Bloomberg 1 3 Month T Bil Transaction History

Heritage Wealth Partners, LLC

$85 Billion
Q3 2024

A detailed history of Heritage Wealth Partners, LLC transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 29,759 shares of BIL stock, worth $2.72 Million. This represents 3.21% of its overall portfolio holdings.

Number of Shares

29,759

Previous 19,368 53.65%

Holding current value

$2.72 Million

Previous $1.78 Billion 53.7%

% of portfolio

3.21%

Previous 2.58%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$91.42 - $91.82 $949,945 - $954,101	10,391 Added 53.65%	29,759 $2.73 Billion
Q2 2024 Jul 05, 2024	SELL	$91.42 - $91.82 $282,487 - $283,723	-3,090 Reduced 13.76%	19,368 $1.78 Billion
Q4 2023 Jan 19, 2024	SELL	$91.22 - $91.84 $309,509 - $311,613	-3,393 Reduced 13.13%	22,458 $2.05 Billion
Q3 2023 Oct 18, 2023	SELL	$91.43 - $91.86 $1.62 Million - $1.63 Million	-17,754 Reduced 40.72%	25,851 $2.37 Billion
Q2 2023 Aug 11, 2023	BUY	$91.41 - $91.82 $3.06 Million - $3.07 Million	33,455 Added 329.61%	43,605 $4 Billion
Q1 2023 May 04, 2023	BUY	$91.4 - $91.84 $271,732 - $273,040	2,973 Added 41.42%	10,150 $932 Million
Q4 2022 Feb 10, 2023	BUY	$91.33 - $91.67 $655,475 - $657,915	7,177 New	7,177 $657 Million

Others Institutions Holding BIL

# of Institutions

1,091

Shares Held

222M

Call Options Held

26.3K

Put Options Held

44.9K

View Full List

About SPDR BLOOMBERG 1-3 MONTH T-BIL

Ticker BIL
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Heritage Wealth Partners, LLC Spdr Bloomberg 1 3 Month T Bil Transaction History