Legacy Wealth Managment, Llc/Id Spdr Bloomberg Short Term Inte Transaction History
Legacy Wealth Managment, Llc/Id
- $120 Million
- Q2 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 $744. This represents 0.0% of its overall portfolio holdings.
Number of Shares
27
Previous 27
-0.0%
Holding current value
$744
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding BWZ
# of Institutions
78Shares Held
12.6MCall Options Held
0Put Options Held
0-
Assetmark, Inc3.01MShares$83 Million0.2% of portfolio
-
Congress Wealth Management LLC Boston, MA1.09MShares$30.1 Million0.31% of portfolio
-
Quent Capital, LLC941KShares$25.9 Million2.31% of portfolio
-
David R. Rahn & Associates Inc.843KShares$23.3 Million6.29% of portfolio
-
Financial Management Professionals, Inc.810KShares$22.3 Million2.43% of portfolio