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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$91.42 - $91.82 $99,922 - $100,359
1,093 Added 40.02%
3,824 $351,000
Q2 2024

Jul 19, 2024

BUY
$91.42 - $91.82 $249,668 - $250,760
2,731 New
2,731 $250,000

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 Summit Financial Strategies, Inc. Portfolio

Follow Summit Financial Strategies, Inc. 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 Summit Financial Strategies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial Strategies, Inc. with notifications on news.