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

Marcum Wealth, LLC

  • $1.14 Billion
  • Q1 2025

A detailed history of Marcum Wealth, LLC transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, Marcum Wealth, LLC holds 6,809 shares of BIL stock, worth $623,704. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,809
Previous 6,829 0.29%
Holding current value
$623,704
Previous $624,000 -0.0%
% of portfolio
0.05%
Previous 0.05%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 02, 2025
SELL
$91.45 - $91.75 $1,829 - $1,835
-20 Reduced 0.29%
6,809 $624,000
Q4 2024

Jan 13, 2025
BUY
$91.29 - $91.8 $92,202 - $92,718
1,010 Added 17.36%
6,829 $624,000
Q3 2024

Oct 08, 2024
SELL
$91.42 - $91.82 $192,347 - $193,189
-2,104 Reduced 26.56%
5,819 $534,000
Q2 2024

Jul 02, 2024
BUY
$91.42 - $91.82 $143,529 - $144,157
1,570 Added 24.71%
7,923 $727,000
Q1 2024

Apr 10, 2024
SELL
$91.4 - $91.8 $147,428 - $148,073
-1,613 Reduced 20.25%
6,353 $583,000
Q4 2023

Jan 10, 2024
BUY
$91.22 - $91.84 $13,865 - $13,959
152 Added 1.95%
7,966 $728,000
Q3 2023

Oct 10, 2023
BUY
$91.43 - $91.86 $44,709 - $44,919
489 Added 6.68%
7,814 $717,000
Q2 2023

Jul 13, 2023
BUY
$91.41 - $91.82 $87,296 - $87,688
955 Added 14.99%
7,325 $672,000
Q1 2023

Apr 19, 2023
BUY
$91.4 - $91.84 $582,218 - $585,020
6,370 New
6,370 $584,000
Q2 2020

Aug 14, 2020
SELL
$91.52 - $91.58 $626,637 - $627,048
-6,847 Closed
0 $0
Q1 2020

May 14, 2020
SELL
$91.44 - $91.66 $3,108 - $3,116
-34 Reduced 0.49%
6,847 $627,000
Q4 2019

Feb 13, 2020
BUY
$91.41 - $91.6 $628,992 - $630,299
6,881 New
6,881 $629,000

Others Institutions Holding BIL

# of Institutions
1,307
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
Track This Portfolio

Track Marcum Wealth, LLC Portfolio

Follow Marcum Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marcum Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marcum Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email