Montag A & Associates Inc Spdr Bloomberg Short Term Inte Transaction History

Montag A & Associates Inc

$1.97 Billion
Q1 2025

A detailed history of Montag A & Associates Inc transactions in Spdr Bloomberg Short Term Inte stock. As of the latest transaction made, Montag A & Associates Inc holds 1,696 shares of BWZ stock, worth $46,623. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,696

Holding current value

$46,623

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 05, 2025	BUY	$25.07 - $26.54 $42,518 - $45,011	1,696 New	1,696 $44,000

Others Institutions Holding BWZ

# of Institutions

Shares Held

4.53M

Call Options Held

Put Options Held

Quent Capital, LLC

862K
Shares

$23.7 Million
2.5% of portfolio
Financial Management Professionals, Inc.

781K
Shares

$21.5 Million
2.7% of portfolio
Checchi Capital Advisers, LLC Beverly Hills, CA

698K
Shares

$19.2 Million
0.97% of portfolio
Envestnet Asset Management Inc

326K
Shares

$8.96 Million
0.0% of portfolio
Master'S Wealth Management Inc. Lancaster, PA

294K
Shares

$8.07 Million
4.05% of portfolio

View Full List

About SPDR BLOOMBERG SHORT TERM INTE

Ticker BWZ
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Montag A & Associates Inc Spdr Bloomberg Short Term Inte Transaction History