Creative Planning Spdr Bloomberg Short Term Inte Transaction History
Creative Planning
- $116 Billion
- Q2 2025
A detailed history of Creative Planning transactions in Spdr Bloomberg Short Term Inte stock. As of the latest transaction made, Creative Planning holds 107,624 shares of BWZ stock, worth $2.97 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
107,624
Previous 97,021
10.93%
Holding current value
$2.97 Million
Previous $2.55 Million
18.61%
% of portfolio
0.0%
Previous 0.0%
Shares
19 transactions
Others Institutions Holding BWZ
# of Institutions
78Shares Held
12.1MCall Options Held
0Put Options Held
0-
Assetmark, Inc3.01MShares$83.1 Million0.2% of portfolio
-
Congress Wealth Management LLC Boston, MA1.09MShares$30.2 Million0.31% of portfolio
-
Quent Capital, LLC898KShares$24.8 Million2.54% of portfolio
-
David R. Rahn & Associates Inc.825KShares$22.8 Million6.76% of portfolio
-
Financial Management Professionals, Inc.794KShares$21.9 Million2.6% of portfolio