Courage Miller Partners, LLC Spdr Bloomberg Short Term Inte Transaction History

Courage Miller Partners, LLC

$297 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 14, 2020	SELL	$28.64 - $31.03 $198,102 - $214,634	-6,917 Closed	0 $0
Q4 2019 Jan 15, 2020	BUY	$30.33 - $30.87 $209,792 - $213,527	6,917 New	6,917 $213,000
Q3 2019 Oct 21, 2019	SELL	$30.29 - $30.57 $299,780 - $302,551	-9,897 Closed	0 $0
Q2 2019 Jul 30, 2019	SELL	N/A	-60,382 Reduced 85.92%	9,897 $307,000
Q1 2019 May 01, 2019	SELL	N/A	-2,799 Reduced 3.83%	70,279 $2.15 Million
Q4 2018 Jan 25, 2019	SELL	N/A	-1,469 Reduced 1.97%	73,078 $2.24 Million
Q3 2018 Nov 06, 2018	SELL	N/A	-1,175 Reduced 1.55%	74,547 $2.32 Million
Q2 2018 Jul 30, 2018	SELL	N/A	-2,681 Reduced 3.42%	75,722 $2.37 Million
Q1 2018 Apr 27, 2018	SELL	N/A	-2,385 Reduced 2.95%	78,403 $2.59 Million
Q4 2017 Jan 19, 2018	SELL	N/A	-895 Reduced 1.1%	80,788 $2.59 Million
Q3 2017 Oct 24, 2017	BUY	N/A	81,683	81,683 $2.61 Million

Others Institutions Holding BWZ

# of Institutions

42

Shares Held

3.8M

Call Options Held

0

Put Options Held

0

Quent Capital, LLC

766K
Shares

$19.7 Million
2.22% of portfolio
Financial Management Professionals, Inc.

724K
Shares

$18.6 Million
2.48% of portfolio
Checchi Capital Advisers, LLC Beverly Hills, CA

646K
Shares

$16.6 Million
1.0% of portfolio
Envestnet Asset Management Inc

392K
Shares

$10.1 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

275K
Shares

$7.06 Million
0.02% of portfolio

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