Destination Wealth Management Spdr Bloomberg Short Term Inte Transaction History

Destination Wealth Management

$3.17 Billion
Q4 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 13, 2019	SELL	$30.29 - $30.57 $8,753 - $8,834	-289 Closed	0 $0
Q3 2018 Nov 07, 2018	SELL	N/A	-131 Reduced 31.19%	289 $9,000
Q1 2018 Apr 05, 2018	BUY	N/A	420 New	420 $14,000

Others Institutions Holding BWZ

# of Institutions

44

Shares Held

3.43M

Call Options Held

0

Put Options Held

0

Quent Capital, LLC

862K
Shares

$22.8 Million
2.5% of portfolio
Checchi Capital Advisers, LLC Beverly Hills, CA

705K
Shares

$18.6 Million
1.05% of portfolio
Envestnet Asset Management Inc

381K
Shares

$10.1 Million
0.0% of portfolio
Master'S Wealth Management Inc. Lancaster, PA

286K
Shares

$7.56 Million
3.87% of portfolio
Mercer Global Advisors Inc Denver, CO

242K
Shares

$6.4 Million
0.02% of portfolio

About SPDR BLOOMBERG SHORT TERM INTE

Ticker BWZ
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