Napa Wealth Management Spdr Bloomberg International T Transaction History

Napa Wealth Management

$178 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	SELL	$21.39 - $23.3 $287,759 - $313,454	-13,453 Reduced 56.1%	10,526 $225 Million
Q3 2024 Nov 07, 2024	BUY	$21.34 - $23.47 $511,711 - $562,787	23,979 New	23,979 $560 Million

Others Institutions Holding BWX

# of Institutions

144

Shares Held

30.3M

Call Options Held

0

Put Options Held

0

Manufacturers Life Insurance Company, The Toronto, A6

6.37M
Shares

$149 Million
0.14% of portfolio
Argi Investment Services, LLC

5.03M
Shares

$118 Million
6.46% of portfolio
Perella Weinberg Partners Capital Management LP

3.84M
Shares

$89.8 Million
9.14% of portfolio
Morgan Stanley New York, NY

2.15M
Shares

$50.2 Million
0.0% of portfolio
Checchi Capital Advisers, LLC Beverly Hills, CA

1.61M
Shares

$37.6 Million
1.87% of portfolio

About SPDR BLOOMBERG INTERNATIONAL T

Ticker BWX
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