Milestone Asset Management, LLC Spdr Bloomberg Short Term Inte Transaction History

Milestone Asset Management, LLC

$446 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 06, 2023	BUY	$24.63 - $27.06 $4.3 Million - $4.73 Million	174,786 New	174,786 $4.83 Billion

Others Institutions Holding BWZ

# of Institutions

41

Shares Held

3.8M

Call Options Held

0

Put Options Held

0

Quent Capital, LLC

766K
Shares

$19.6 Million
2.22% of portfolio
Financial Management Professionals, Inc.

724K
Shares

$18.5 Million
2.48% of portfolio
Checchi Capital Advisers, LLC Beverly Hills, CA

646K
Shares

$16.5 Million
1.0% of portfolio
Envestnet Asset Management Inc

392K
Shares

$10 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

275K
Shares

$7.04 Million
0.02% of portfolio

About SPDR BLOOMBERG SHORT TERM INTE

Ticker BWZ
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