Heritage Oak Wealth Advisors LLC Spdr Bloomberg 1 3 Month T Bil Transaction History

Heritage Oak Wealth Advisors LLC

  • $275 Billion
  • Q3 2025

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 202,410 shares of BIL stock, worth $18.5 Million. This represents 6.75% of its overall portfolio holdings.

Number of Shares
202,410
Previous 110,684 82.87%
Holding current value
$18.5 Million
Previous $10.2 Billion 82.91%
% of portfolio
6.75%
Previous 3.92%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$91.44 - $91.77 $8.39 Million - $8.42 Million
91,726 Added 82.87%
202,410 $18.6 Billion
Q2 2025

Jul 15, 2025
BUY
$91.43 - $91.74 $6.32 Million - $6.34 Million
69,152 Added 166.5%
110,684 $10.2 Billion
Q1 2025

Apr 28, 2025
SELL
$91.45 - $91.75 $12.9 Million - $12.9 Million
-140,944 Reduced 77.24%
41,532 $3.81 Billion
Q4 2024

Feb 05, 2025
BUY
$91.29 - $91.8 $16.7 Million - $16.8 Million
182,476 New
182,476 $16.7 Billion
Q2 2024

Aug 28, 2024
BUY
$91.42 - $91.82 $9.07 Million - $9.11 Million
99,181 New
99,181 $9.1 Billion

Others Institutions Holding BIL

# of Institutions
1,306
Shares Held
248M
Call Options Held
23.3K
Put Options Held
49.1K
View Full List

About SPDR BLOOMBERG 1-3 MONTH T-BIL

BIL Quotes by TradingView
  • Ticker BIL
  • Sector ETFs
  • Industry ETFs
More about BIL
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