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 $47,386. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,696

Holding current value

$47,386

% 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

4.41M

Call Options Held

Put Options Held

Quent Capital, LLC

862K
Shares

$24.1 Million
2.5% of portfolio
Financial Management Professionals, Inc.

781K
Shares

$21.8 Million
2.7% of portfolio
Checchi Capital Advisers, LLC Beverly Hills, CA

698K
Shares

$19.5 Million
0.97% of portfolio
Envestnet Asset Management Inc

326K
Shares

$9.11 Million
0.0% of portfolio
Master'S Wealth Management Inc. Lancaster, PA

294K
Shares

$8.2 Million
4.05% of portfolio

View Full List

About SPDR BLOOMBERG SHORT TERM INTE

Ticker BWZ
Sector ETFs
Industry ETFs

More about BWZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Montag A & Associates Inc, based on Form 13F filings with the SEC.

News

Stay updated on Montag A & Associates Inc with notifications on news.

Account

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