Palisades Hudson Asset Management, L.P. Spdr Bloomberg Short Term Inte Transaction History

Palisades Hudson Asset Management, L.P.

  • $237 Million
  • Q3 2024

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 9,488 shares of BWZ stock, worth $248,775. This represents 0.11% of its overall portfolio holdings.

Number of Shares
9,488
Previous 9,599 1.16%
Holding current value
$248,775
Previous $246,000 6.1%
% of portfolio
0.11%
Previous 0.11%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
SELL
$25.59 - $27.67 $2,840 - $3,071
-111 Reduced 1.16%
9,488 $261,000
Q2 2024

Jul 31, 2024
SELL
$25.64 - $26.38 $8,820 - $9,074
-344 Reduced 3.46%
9,599 $246,000
Q1 2024

May 06, 2024
BUY
$26.17 - $27.18 $628 - $652
24 Added 0.24%
9,943 $262,000
Q4 2023

Feb 12, 2024
BUY
$25.64 - $27.43 $1,230 - $1,316
48 Added 0.49%
9,919 $272,000
Q3 2023

Nov 02, 2023
BUY
$25.7 - $27.52 $796 - $853
31 Added 0.32%
9,871 $254,000
Q2 2023

Aug 14, 2023
SELL
$26.59 - $27.54 $9,093 - $9,418
-342 Reduced 3.36%
9,840 $263,000
Q1 2023

Apr 26, 2023
BUY
$26.3 - $27.82 $341 - $361
13 Added 0.13%
10,182 $278,000
Q4 2022

Feb 08, 2023
BUY
$24.63 - $27.06 $517 - $568
21 Added 0.21%
10,169 $275,000
Q3 2022

Oct 28, 2022
BUY
$24.62 - $27.11 $172 - $189
7 Added 0.07%
10,148 $254,000
Q2 2022

Aug 10, 2022
BUY
$26.68 - $29.05 $80 - $87
3 Added 0.03%
10,141 $273,000
Q1 2022

Apr 27, 2022
BUY
$28.87 - $30.56 $28 - $30
1 Added 0.01%
10,138 $295,000
Q4 2021

Feb 03, 2022
BUY
$30.22 - $31.19 $1,299 - $1,341
43 Added 0.43%
10,137 $308,000
Q2 2021

Aug 06, 2021
BUY
$31.56 - $32.52 $9,720 - $10,016
308 Added 3.15%
10,094 $320,000
Q3 2020

Nov 09, 2020
SELL
$30.51 - $31.78 $67,335 - $70,138
-2,207 Reduced 18.4%
9,786 $307,000
Q2 2020

Aug 13, 2020
SELL
$29.1 - $30.86 $9,632 - $10,214
-331 Reduced 2.69%
11,993 $366,000
Q1 2020

May 07, 2020
BUY
$28.64 - $31.03 $143 - $155
5 Added 0.04%
12,324 $366,000
Q4 2019

Jan 30, 2020
BUY
$30.33 - $30.87 $303 - $308
10 Added 0.08%
12,319 $380,000
Q3 2019

Oct 17, 2019
BUY
$30.29 - $30.57 $272 - $275
9 Added 0.07%
12,309 $373,000
Q2 2019

Jul 30, 2019
BUY
N/A
12 Added 0.1%
12,300 $382,000
Q1 2019

Apr 23, 2019
SELL
N/A
-406 Reduced 3.2%
12,288 $376,000
Q4 2018

Feb 04, 2019
BUY
N/A
87 Added 0.69%
12,694 $390,000
Q3 2018

Nov 08, 2018
BUY
N/A
7 Added 0.06%
12,607 $393,000
Q2 2018

Aug 14, 2018
BUY
N/A
630 Added 5.26%
12,600 $394,000
Q1 2018

May 14, 2018
BUY
N/A
91 Added 0.77%
11,970 $396,000
Q4 2017

Feb 09, 2018
BUY
N/A
33 Added 0.28%
11,879 $382,000
Q3 2017

Nov 06, 2017
BUY
N/A
11,846
11,846 $379,000

Others Institutions Holding BWZ

# of Institutions
40
Shares Held
4.98M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR BLOOMBERG SHORT TERM INTE

BWZ Quotes by TradingView
  • Ticker BWZ
  • Sector ETFs
  • Industry ETFs
More about BWZ
Track This Portfolio

Track Palisades Hudson Asset Management, L.P. Portfolio

Follow Palisades Hudson Asset Management, L.P. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Palisades Hudson Asset Management, L.P., based on Form 13F filings with the SEC.

News

Stay updated on Palisades Hudson Asset Management, L.P. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email