Moulton Wealth Management, Inc Spdr Bloomberg 1 3 Month T Bil Transaction History
Moulton Wealth Management, Inc
- $129 Million
- Q4 2024
A detailed history of Moulton Wealth Management, Inc transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 115,973 shares of BIL stock, worth $10.6 Million. This represents 8.23% of its overall portfolio holdings.
Number of Shares
115,973
Previous 57,558
101.49%
Holding current value
$10.6 Million
Previous $5.28 Million
100.66%
% of portfolio
8.23%
Previous 4.48%
Shares
10 transactions
Others Institutions Holding BIL
# of Institutions
1,207Shares Held
236MCall Options Held
3.3KPut Options Held
105K-
Morgan Stanley New York, NY19.4MShares$1.78 Billion0.13% of portfolio
-
Bank Of America Corp Charlotte, NC16.4MShares$1.5 Billion0.13% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX14.7MShares$1.35 Billion2.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$1.05 Billion0.44% of portfolio
-
Ubs Group Ag6.52MShares$597 Million0.11% of portfolio