Sensible Financial Planning & Management, Llc. Spdr Bloomberg 1 3 Month T Bil Transaction History

Sensible Financial Planning & Management, Llc.

$482 Million
Q4 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 28, 2024	BUY	$91.42 - $91.82 $323,169 - $324,583	3,535 New	3,535 $325,000
Q2 2023 Aug 03, 2023	BUY	$91.41 - $91.82 $1.3 Million - $1.31 Million	14,250 New	14,250 $1.31 Million

Others Institutions Holding BIL

# of Institutions

1,211

Shares Held

236M

Call Options Held

3.3K

Put Options Held

105K

Morgan Stanley New York, NY

19.4M
Shares

$1.78 Billion
0.13% of portfolio
Bank Of America Corp Charlotte, NC

16.4M
Shares

$1.5 Billion
0.13% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

14.7M
Shares

$1.35 Billion
2.72% of portfolio
Lpl Financial LLC Fort Mill, SC

11.5M
Shares

$1.05 Billion
0.44% of portfolio
Ubs Group Ag

6.52M
Shares

$597 Million
0.11% of portfolio

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