David R. Rahn & Associates Inc. Spdr Bloomberg Short Term Inte Transaction History
David R. Rahn & Associates Inc.
- $343 Million
- Q2 2025
A detailed history of David R. Rahn & Associates Inc. transactions in Spdr Bloomberg Short Term Inte stock. As of the latest transaction made, David R. Rahn & Associates Inc. holds 824,784 shares of BWZ stock, worth $23 Million. This represents 6.76% of its overall portfolio holdings.
Number of Shares
824,784
Previous 216,859
280.33%
Holding current value
$23 Million
Previous $5.69 Million
306.59%
% of portfolio
6.76%
Previous 1.76%
Shares
2 transactions
Others Institutions Holding BWZ
# of Institutions
81Shares Held
12.4MCall Options Held
0Put Options Held
0-
Assetmark, Inc3.01MShares$83.9 Million0.2% of portfolio
-
Congress Wealth Management LLC Boston, MA1.09MShares$30.5 Million0.31% of portfolio
-
Quent Capital, LLC898KShares$25 Million2.54% of portfolio
-
Financial Management Professionals, Inc.794KShares$22.1 Million2.6% of portfolio
-
Checchi Capital Advisers, LLC Beverly Hills, CA573KShares$16 Million0.91% of portfolio