Clear Perspectives Financial Planning, LLC Spdr Bloomberg 1 3 Month T Bil Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

A detailed history of Clear Perspectives Financial Planning, LLC transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 27,633 shares of BIL stock, worth $2.53 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares

27,633

Previous 63,383 56.4%

Holding current value

$2.53 Million

Previous $5.8 Million 56.24%

% of portfolio

1.42%

Previous 3.08%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	SELL	$91.4 - $91.84 $3.27 Million - $3.28 Million	-35,750 Reduced 56.4%	27,633 $2.54 Million
Q4 2022 Feb 13, 2023	SELL	$91.33 - $91.67 $15.4 Million - $15.5 Million	-168,959 Reduced 72.72%	63,383 $5.8 Million
Q3 2022 Nov 09, 2022	SELL	$91.38 - $91.6 $5.26 Million - $5.27 Million	-57,551 Reduced 19.85%	232,342 $21.3 Million
Q2 2022 Aug 11, 2022	BUY	$91.41 - $91.49 $6.02 Million - $6.02 Million	65,834 Added 29.38%	289,893 $26.5 Million
Q1 2022 May 12, 2022	BUY	$91.4 - $91.43 $20.5 Million - $20.5 Million	224,059 New	224,059 $20.5 Million

Others Institutions Holding BIL

# of Institutions

1,092

Shares Held

221M

Call Options Held

26.3K

Put Options Held

44.9K

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About SPDR BLOOMBERG 1-3 MONTH T-BIL

Ticker BIL
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Clear Perspectives Financial Planning, LLC Spdr Bloomberg 1 3 Month T Bil Transaction History