Morling Financial Advisors, LLC Spdr Bloomberg Short Term Inte Transaction History

Morling Financial Advisors, LLC

$258 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	$26.17 - $27.18 $15,440 - $16,036	590 New	590 $15,000

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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