Ae Wealth Management LLC Spdr Bloomberg Short Term Inte Transaction History

Ae Wealth Management LLC

$11.7 Billion
Q2 2025

A detailed history of Ae Wealth Management LLC transactions in Spdr Bloomberg Short Term Inte stock. As of the latest transaction made, Ae Wealth Management LLC holds 300 shares of BWZ stock, worth $8,274. This represents 0.0% of its overall portfolio holdings.

Number of Shares

300

Holding current value

$8,274

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 06, 2025	BUY	$26.27 - $28.07 $7,881 - $8,421	300 New	300 $8,000

Others Institutions Holding BWZ

# of Institutions

Shares Held

12.6M

Call Options Held

Put Options Held

Assetmark, Inc

3.01M
Shares

$83 Million
0.2% of portfolio
Congress Wealth Management LLC Boston, MA

1.09M
Shares

$30.1 Million
0.31% of portfolio
Quent Capital, LLC

941K
Shares

$25.9 Million
2.31% of portfolio
David R. Rahn & Associates Inc.

843K
Shares

$23.3 Million
6.29% of portfolio
Financial Management Professionals, Inc.

810K
Shares

$22.3 Million
2.43% of portfolio

View Full List

About SPDR BLOOMBERG SHORT TERM INTE

Ticker BWZ
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Ae Wealth Management LLC Spdr Bloomberg Short Term Inte Transaction History