Caldwell Trust CO Spdr Bloomberg Short Term Inte Transaction History
Caldwell Trust CO
- $1.07 Trillion
- Q3 2025
A detailed history of Caldwell Trust CO transactions in Spdr Bloomberg Short Term Inte stock. As of the latest transaction made, Caldwell Trust CO holds 125 shares of BWZ stock, worth $3,447. This represents 0.0% of its overall portfolio holdings.
Number of Shares
125
Previous 125
-0.0%
Holding current value
$3,447
Previous $3.51 Million
0.88%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding BWZ
# of Institutions
78Shares Held
12.6MCall Options Held
0Put Options Held
0-
Assetmark, Inc3.01MShares$83 Million0.2% of portfolio
-
Congress Wealth Management LLC Boston, MA1.09MShares$30.1 Million0.31% of portfolio
-
Quent Capital, LLC941KShares$25.9 Million2.31% of portfolio
-
David R. Rahn & Associates Inc.843KShares$23.3 Million6.29% of portfolio
-
Financial Management Professionals, Inc.810KShares$22.3 Million2.43% of portfolio