Modern Wealth Management, LLC Spdr Bloomberg 1 3 Month T Bil Transaction History
Modern Wealth Management, LLC
- $1.37 Trillion
- Q2 2024
A detailed history of Modern Wealth Management, LLC transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, Modern Wealth Management, LLC holds 166,797 shares of BIL stock, worth $15.3 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
166,797
Previous 90,740
83.82%
Holding current value
$15.3 Million
Previous $8.31 Billion
84.26%
% of portfolio
1.12%
Previous 0.75%
Shares
3 transactions
Others Institutions Holding BIL
# of Institutions
1,093Shares Held
222MCall 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