Legacy Wealth Managment, Llc/Id Spdr Bloomberg Short Term Inte Transaction History
Legacy Wealth Managment, Llc/Id
- $139 Million
- Q4 2024
A detailed history of Legacy Wealth Managment, Llc/Id transactions in Spdr Bloomberg Short Term Inte stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 27 shares of BWZ stock, worth $715. This represents 0.0% of its overall portfolio holdings.
Number of Shares
27
Previous 114
76.32%
Holding current value
$715
Previous $3,000
100.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding BWZ
# of Institutions
44Shares Held
3.38MCall Options Held
0Put Options Held
0-
Quent Capital, LLC803KShares$21.3 Million2.19% of portfolio
-
Checchi Capital Advisers, LLC Beverly Hills, CA705KShares$18.7 Million1.05% of portfolio
-
Envestnet Asset Management Inc381KShares$10.1 Million0.0% of portfolio
-
Master'S Wealth Management Inc. Lancaster, PA286KShares$7.58 Million3.87% of portfolio
-
Mercer Global Advisors Inc Denver, CO242KShares$6.42 Million0.02% of portfolio