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

Legacy Wealth Asset Management, LLC

$337 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding BWZ

# of Institutions

42

Shares Held

3.8M

Call Options Held

0

Put Options Held

0

Quent Capital, LLC

766K
Shares

$19.7 Million
2.22% of portfolio
Financial Management Professionals, Inc.

724K
Shares

$18.6 Million
2.48% of portfolio
Checchi Capital Advisers, LLC Beverly Hills, CA

646K
Shares

$16.6 Million
1.0% of portfolio
Envestnet Asset Management Inc

392K
Shares

$10.1 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

275K
Shares

$7.06 Million
0.02% of portfolio

About SPDR BLOOMBERG SHORT TERM INTE

Ticker BWZ
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Asset Management, LLC with notifications on news.