Legacy Wealth Asset Management, LLC Spdr Bloomberg Short Term Inte Transaction History
Legacy Wealth Asset Management, LLC
- $337 Million
- Q3 2024
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
Others Institutions Holding BWZ
# of Institutions
42Shares Held
3.8MCall Options Held
0Put Options Held
0-
Quent Capital, LLC766KShares$19.7 Million2.22% of portfolio
-
Financial Management Professionals, Inc.724KShares$18.6 Million2.48% of portfolio
-
Checchi Capital Advisers, LLC Beverly Hills, CA646KShares$16.6 Million1.0% of portfolio
-
Envestnet Asset Management Inc392KShares$10.1 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO275KShares$7.06 Million0.02% of portfolio