Colony Group LLC Spdr Bloomberg Short Term Inte Transaction History

Colony Group LLC

$6.66 Billion
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Nov 14, 2018	SELL	N/A	-6,820 Closed	0 $0
Q4 2017 Feb 14, 2018	BUY	N/A	6,820	6,820 $219,000

Others Institutions Holding BWZ

# of Institutions

41

Shares Held

4.99M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

923K
Shares

$24.4 Million
0.01% of portfolio
Mercer Global Advisors Inc Denver, CO

817K
Shares

$21.6 Million
0.05% of portfolio
Quent Capital, LLC

766K
Shares

$20.3 Million
2.22% of portfolio
Financial Management Professionals, Inc.

724K
Shares

$19.1 Million
2.48% of portfolio
Checchi Capital Advisers, LLC Beverly Hills, CA

646K
Shares

$17.1 Million
1.0% of portfolio

About SPDR BLOOMBERG SHORT TERM INTE

Ticker BWZ
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Colony Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Colony Group LLC with notifications on news.