Elmwood Wealth Management, Inc. Spdr Bloomberg Short Term Inte Transaction History
Elmwood Wealth Management, Inc.
- $219 Million
- Q1 2024
A detailed history of Elmwood Wealth Management, Inc. transactions in Spdr Bloomberg Short Term Inte stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 123,401 shares of BWZ stock, worth $3.16 Million. This represents 1.49% of its overall portfolio holdings.
Number of Shares
123,401
Previous 75,826
62.74%
Holding current value
$3.16 Million
Previous $2.08 Million
56.57%
% of portfolio
1.49%
Previous 1.5%
Shares
20 transactions
Others Institutions Holding BWZ
# of Institutions
41Shares Held
5.29MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.26MShares$32.2 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO875KShares$22.4 Million0.07% of portfolio
-
Checchi Capital Advisers, LLC Beverly Hills, CA764KShares$19.6 Million1.09% of portfolio
-
Quent Capital, LLC715KShares$18.3 Million2.26% of portfolio
-
Financial Management Professionals, Inc.601KShares$15.4 Million2.33% of portfolio