Legacy Wealth Managment, Llc/Id Spdr Bloomberg Short Term Inte Transaction History
Legacy Wealth Managment, Llc/Id
- $122 Million
- Q1 2025
A detailed history of Legacy Wealth Managment, Llc/Id transactions in Spdr Bloomberg Short Term Inte stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 27 shares of BWZ stock, worth $756. This represents 0.0% of its overall portfolio holdings.
Number of Shares
27
Previous 27
-0.0%
Holding current value
$756
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding BWZ
# of Institutions
48Shares Held
4.47MCall Options Held
0Put Options Held
0-
Quent Capital, LLC862KShares$24.1 Million2.5% of portfolio
-
Financial Management Professionals, Inc.781KShares$21.9 Million2.7% of portfolio
-
Checchi Capital Advisers, LLC Beverly Hills, CA698KShares$19.5 Million0.97% of portfolio
-
Envestnet Asset Management Inc326KShares$9.13 Million0.0% of portfolio
-
Master'S Wealth Management Inc. Lancaster, PA294KShares$8.22 Million4.05% of portfolio