Creative Planning Spdr Bloomberg Short Term Inte Transaction History

Creative Planning

  • $90.1 Billion
  • Q1 2024

A detailed history of Creative Planning transactions in Spdr Bloomberg Short Term Inte stock. As of the latest transaction made, Creative Planning holds 100,589 shares of BWZ stock, worth $2.57 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
100,589
Previous 103,459 2.77%
Holding current value
$2.57 Million
Previous $2.83 Million 6.46%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$25.01 - $27.06 $66,076 - $71,492
2,642 Added 2.08%
129,474 $3.5 Million
Q3 2022

Nov 03, 2022
SELL
N/A
-90 Reduced 0.07%
126,832 $3.17 Million
Q2 2022

Aug 15, 2022
SELL
N/A
-78,681 Reduced 38.27%
126,922 $3.42 Million
Q1 2022

May 16, 2022
SELL
N/A
-101,933 Reduced 33.15%
205,603 $5.99 Million
Q4 2021

Feb 11, 2022
SELL
N/A
-35,327 Reduced 10.3%
307,536 $9.35 Million
Q3 2021

Nov 10, 2021
SELL
N/A
-11,313 Reduced 3.19%
342,863 $10.7 Million
Q2 2021

Aug 04, 2021
SELL
N/A
-25,670 Reduced 6.76%
354,176 $11.2 Million
Q1 2021

Apr 30, 2021
SELL
N/A
-18,488 Reduced 4.64%
379,846 $12 Million
Q4 2020

Jan 29, 2021
BUY
N/A
398,334 New
398,334 $13.1 Million

Others Institutions Holding BWZ

# of Institutions
41
Shares Held
5.29M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR BLOOMBERG SHORT TERM INTE

BWZ Quotes by TradingView
  • Ticker BWZ
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