Palisades Hudson Asset Management, L.P. Spdr Bloomberg Short Term Inte Transaction History
Palisades Hudson Asset Management, L.P.
- $220 Million
- Q1 2025
A detailed history of Palisades Hudson Asset Management, L.P. transactions in Spdr Bloomberg Short Term Inte stock. As of the latest transaction made, Palisades Hudson Asset Management, L.P. holds 9,570 shares of BWZ stock, worth $266,046. This represents 0.11% of its overall portfolio holdings.
Number of Shares
9,570
Previous 9,545
0.26%
Holding current value
$266,046
Previous $242,000
3.72%
% of portfolio
0.11%
Previous 0.1%
Shares
28 transactions
Others Institutions Holding BWZ
# of Institutions
56Shares Held
5.06MCall Options Held
0Put Options Held
0-
Quent Capital, LLC898KShares$25 Million2.54% of portfolio
-
Financial Management Professionals, Inc.794KShares$22.1 Million2.6% of portfolio
-
Checchi Capital Advisers, LLC Beverly Hills, CA573KShares$15.9 Million0.91% of portfolio
-
Almanack Investment Partners, Llc. Wayne, PA459KShares$12.8 Million2.18% of portfolio
-
Envestnet Asset Management Inc326KShares$9.06 Million0.0% of portfolio