Ascent Group, LLC Spdr Bloomberg Short Term Inte Transaction History

Ascent Group, LLC

$2.45 Billion
Q2 2025

A detailed history of Ascent Group, LLC transactions in Spdr Bloomberg Short Term Inte stock. As of the latest transaction made, Ascent Group, LLC holds 20,530 shares of BWZ stock, worth $565,806. This represents 0.02% of its overall portfolio holdings.

Number of Shares

20,530

Holding current value

$565,806

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 21, 2025	BUY	$26.27 - $28.07 $539,323 - $576,277	20,530 New	20,530 $576,000

Others Institutions Holding BWZ

# of Institutions

Shares Held

5.06M

Call Options Held

Put Options Held

Quent Capital, LLC

898K
Shares

$24.8 Million
2.54% of portfolio
Financial Management Professionals, Inc.

794K
Shares

$21.9 Million
2.6% of portfolio
Checchi Capital Advisers, LLC Beverly Hills, CA

573K
Shares

$15.8 Million
0.91% of portfolio
Almanack Investment Partners, Llc. Wayne, PA

459K
Shares

$12.7 Million
2.18% of portfolio
Envestnet Asset Management Inc

326K
Shares

$8.99 Million
0.0% of portfolio

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About SPDR BLOOMBERG SHORT TERM INTE

Ticker BWZ
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