Summit Financial Strategies, Inc. Spdr Bloomberg 1 3 Month T Bil Transaction History
Summit Financial Strategies, Inc.
- $821 Million
- Q3 2024
A detailed history of Summit Financial Strategies, Inc. transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 3,824 shares of BIL stock, worth $349,398. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,824
Previous 2,731
40.02%
Holding current value
$349,398
Previous $250,000
40.4%
% of portfolio
0.04%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding BIL
# of Institutions
1,115Shares Held
210MCall Options Held
21.2KPut Options Held
27.3K-
Morgan Stanley New York, NY18.7MShares$1.71 Billion0.13% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$1.48 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.6MShares$966 Million0.45% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.35MShares$763 Million1.68% of portfolio
-
Ubs Group Ag6.33MShares$579 Million0.13% of portfolio