A detailed history of Legacy Wealth Asset Management, LLC transactions in Spdr Bloomberg Short Term Inte stock. As of the latest transaction made, Legacy Wealth Asset Management, LLC holds 27,762 shares of BWZ stock, worth $713,205. This represents 0.23% of its overall portfolio holdings.

Number of Shares
27,762
Previous 28,194 1.53%
Holding current value
$713,205
Previous $722,000 5.82%
% of portfolio
0.23%
Previous 0.22%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

SELL
$25.59 - $27.67 $11,054 - $11,953
-432 Reduced 1.53%
27,762 $764,000
Q2 2024

Aug 14, 2024

BUY
$25.64 - $26.38 $35,896 - $36,932
1,400 Added 5.23%
28,194 $722,000
Q1 2024

Apr 19, 2024

BUY
$26.17 - $27.18 $17,586 - $18,264
672 Added 2.57%
26,794 $706,000
Q4 2023

Jan 10, 2024

SELL
$25.64 - $27.43 $9,589 - $10,258
-374 Reduced 1.41%
26,122 $715,000
Q3 2023

Oct 31, 2023

SELL
$25.7 - $27.52 $47,236 - $50,581
-1,838 Reduced 6.49%
26,496 $682,000
Q2 2023

Aug 04, 2023

BUY
$26.59 - $27.54 $22,707 - $23,519
854 Added 3.11%
28,334 $757,000
Q1 2023

Apr 21, 2023

SELL
$26.3 - $27.82 $31,007 - $32,799
-1,179 Reduced 4.11%
27,480 $749,000
Q4 2022

Feb 02, 2023

SELL
$24.63 - $27.06 $14,802 - $16,263
-601 Reduced 2.05%
28,659 $775,000
Q3 2022

Oct 14, 2022

BUY
$24.62 - $27.11 $3,348 - $3,686
136 Added 0.47%
29,260 $731,000
Q2 2022

Jul 19, 2022

SELL
$26.68 - $29.05 $13,900 - $15,135
-521 Reduced 1.76%
29,124 $785,000
Q1 2022

May 12, 2022

BUY
$28.87 - $30.56 $39,956 - $42,295
1,384 Added 4.9%
29,645 $863,000
Q4 2021

Feb 10, 2022

BUY
$30.22 - $31.19 $159,924 - $165,057
5,292 Added 23.04%
28,261 $859,000
Q3 2021

Oct 19, 2021

BUY
$30.98 - $31.84 $8,519 - $8,756
275 Added 1.21%
22,969 $714,000
Q2 2021

Jul 14, 2021

BUY
$31.56 - $32.52 $10,414 - $10,731
330 Added 1.48%
22,694 $721,000
Q1 2021

Apr 20, 2021

BUY
$31.5 - $33.03 $72,733 - $76,266
2,309 Added 11.51%
22,364 $704,000
Q4 2020

Mar 25, 2021

BUY
$31.43 - $32.85 $630,328 - $658,806
20,055 New
20,055 $658,000

Others Institutions Holding BWZ

About SPDR BLOOMBERG SHORT TERM INTE


  • Ticker BWZ
  • Sector ETFs
  • Industry ETFs
More about BWZ
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