A detailed history of One Ascent Wealth Management LLC transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 5,361 shares of BIL stock, worth $492,032. This represents 0.26% of its overall portfolio holdings.

Number of Shares
5,361
Previous 5,221 2.68%
Holding current value
$492,032
Previous $479,000 2.71%
% of portfolio
0.26%
Previous 0.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

BUY
$91.42 - $91.82 $12,798 - $12,854
140 Added 2.68%
5,361 $492,000
Q1 2024

Apr 16, 2024

BUY
$91.4 - $91.8 $477,199 - $479,287
5,221 New
5,221 $479,000
Q1 2023

Apr 17, 2023

BUY
$91.4 - $91.84 $2.13 Million - $2.14 Million
23,322 New
23,322 $2.14 Million

Others Institutions Holding BIL

About SPDR BLOOMBERG 1-3 MONTH T-BIL


  • Ticker BIL
  • Sector ETFs
  • Industry ETFs
More about BIL
Track This Portfolio

Track One Ascent Wealth Management LLC Portfolio

Follow One Ascent Wealth Management 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 One Ascent Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Ascent Wealth Management LLC with notifications on news.