Legacy Wealth Asset Management, LLC Spdr Bloomberg Short Term Inte Call Options Transaction History

Legacy Wealth Asset Management, LLC

$321 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding BWZ

# of Institutions

43

Shares Held

4.2M

Call Options Held

0

Put Options Held

0

Quent Capital, LLC

862K
Shares

$22.8 Million
2.5% of portfolio
Financial Management Professionals, Inc.

781K
Shares

$20.6 Million
2.7% 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

About SPDR BLOOMBERG SHORT TERM INTE

Ticker BWZ
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