Creative Planning Spdr Bloomberg Short Term Inte Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in Spdr Bloomberg Short Term Inte stock. As of the latest transaction made, Creative Planning holds 99,761 shares of BWZ stock, worth $2.55 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

99,761

Previous 98,628 1.15%

Holding current value

$2.55 Million

Previous $2.53 Million 8.66%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$25.59 - $27.67 $28,993 - $31,350	1,133 Added 1.15%	99,761 $2.75 Million
Q2 2024 Aug 15, 2024	SELL	$25.64 - $26.38 $50,280 - $51,731	-1,961 Reduced 1.95%	98,628 $2.53 Million
Q1 2024 May 10, 2024	SELL	$26.17 - $27.18 $75,107 - $78,006	-2,870 Reduced 2.77%	100,589 $2.65 Million
Q4 2023 Feb 14, 2024	SELL	$25.64 - $27.43 $279,245 - $298,740	-10,891 Reduced 9.52%	103,459 $2.83 Million
Q3 2023 Nov 16, 2023	SELL	$25.7 - $27.52 $305,418 - $327,047	-11,884 Reduced 9.41%	114,350 $2.95 Million
Q2 2023 Jul 21, 2023	SELL	$26.59 - $27.54 $46,319 - $47,974	-1,742 Reduced 1.36%	126,234 $3.37 Million
Q1 2023 May 15, 2023	SELL	$26.3 - $27.82 $39,397 - $41,674	-1,498 Reduced 1.16%	127,976 $3.49 Million
Q4 2022 Feb 10, 2023	BUY	$24.63 - $27.06 $65,072 - $71,492	2,642 Added 2.08%	129,474 $3.5 Million
Q3 2022 Nov 03, 2022	SELL	$24.62 - $27.11 $2,215 - $2,439	-90 Reduced 0.07%	126,832 $3.17 Million
Q2 2022 Aug 15, 2022	SELL	$26.68 - $29.05 $2.1 Million - $2.29 Million	-78,681 Reduced 38.27%	126,922 $3.42 Million
Q1 2022 May 16, 2022	SELL	$28.87 - $30.56 $2.94 Million - $3.12 Million	-101,933 Reduced 33.15%	205,603 $5.99 Million
Q4 2021 Feb 11, 2022	SELL	$30.22 - $31.19 $1.07 Million - $1.1 Million	-35,327 Reduced 10.3%	307,536 $9.35 Million
Q3 2021 Nov 10, 2021	SELL	$30.98 - $31.84 $350,476 - $360,205	-11,313 Reduced 3.19%	342,863 $10.7 Million
Q2 2021 Aug 04, 2021	SELL	$31.56 - $32.52 $810,145 - $834,788	-25,670 Reduced 6.76%	354,176 $11.2 Million
Q1 2021 Apr 30, 2021	SELL	$31.5 - $33.03 $582,372 - $610,658	-18,488 Reduced 4.64%	379,846 $12 Million
Q4 2020 Jan 29, 2021	BUY	$31.43 - $32.85 $12.5 Million - $13.1 Million	398,334 New	398,334 $13.1 Million

Others Institutions Holding BWZ

# of Institutions

Shares Held

3.8M

Call Options Held

Put Options Held

View Full List

About SPDR BLOOMBERG SHORT TERM INTE

Ticker BWZ
Sector ETFs
Industry ETFs

More about BWZ

Track This Portfolio

Portfolio Update

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

News

Stay updated on Creative Planning with notifications on news.

Account

Creative Planning Spdr Bloomberg Short Term Inte Transaction History