Laurel Wealth Planning LLC Spdr Bloomberg Short Term Inte Transaction History
Laurel Wealth Planning LLC
- $169 Million
- Q2 2025
A detailed history of Laurel Wealth Planning LLC transactions in Spdr Bloomberg Short Term Inte stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 411,335 shares of BWZ stock, worth $11.4 Million. This represents 6.83% of its overall portfolio holdings.
Number of Shares
411,335Holding current value
$11.4 Million% of portfolio
6.83%Shares
1 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
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David R. Rahn & Associates Inc.825KShares$22.8 Million6.76% of portfolio
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Financial Management Professionals, Inc.794KShares$21.9 Million2.6% of portfolio