Captrust Financial Advisors Spdr Bloomberg Short Term Inte Transaction History

Captrust Financial Advisors

$30.9 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 15, 2019	SELL	N/A	-120 Closed	0 $0
Q2 2018 Aug 13, 2018	BUY	N/A	120 New	120 $4,000

Others Institutions Holding BWZ

# of Institutions

38

Shares Held

4.26M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

923K
Shares

$25.5 Million
0.01% of portfolio
Mercer Global Advisors Inc Denver, CO

817K
Shares

$22.6 Million
0.05% of portfolio
Quent Capital, LLC

748K
Shares

$20.7 Million
2.18% of portfolio
Checchi Capital Advisers, LLC Beverly Hills, CA

646K
Shares

$17.9 Million
0.87% of portfolio
Walkner Condon Financial Advisors LLC

173K
Shares

$4.79 Million
0.97% of portfolio

About SPDR BLOOMBERG SHORT TERM INTE

Ticker BWZ
Sector ETFs
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