Falcon Wealth Planning Spdr Bloomberg 1 3 Month T Bil Transaction History
Falcon Wealth Planning
- $798 Million
- Q3 2024
A detailed history of Falcon Wealth Planning transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, Falcon Wealth Planning holds 56,294 shares of BIL stock, worth $5.17 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
56,294
Previous 133,711
57.9%
Holding current value
$5.17 Million
Previous $12.3 Million
57.88%
% of portfolio
0.65%
Previous 1.59%
Shares
2 transactions
Others Institutions Holding BIL
# of Institutions
1,094Shares Held
221MCall Options Held
26.3KPut Options Held
44.9K-
Morgan Stanley New York, NY17.1MShares$1.57 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC16.3MShares$1.5 Billion0.13% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX15.7MShares$1.45 Billion1.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.97MShares$915 Million0.47% of portfolio
-
Envestnet Asset Management Inc7.55MShares$693 Million0.25% of portfolio