Palisades Hudson Asset Management, L.P. Spdr Bloomberg Short Term Inte Transaction History
Palisades Hudson Asset Management, L.P.
- $276 Million
- Q3 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 19,489 shares of BWZ stock, worth $531,075. This represents 0.2% of its overall portfolio holdings.
Number of Shares
19,489
Previous 19,417
0.37%
Holding current value
$531,075
Previous $545,000
0.55%
% of portfolio
0.2%
Previous 0.21%
Shares
30 transactions
Others Institutions Holding BWZ
# of Institutions
73Shares Held
9.83MCall Options Held
0Put Options Held
0-
Advisor Group Holdings, Inc. Phoenix, AZ1.21MShares$33.1 Million0.05% of portfolio
-
Congress Wealth Management LLC Boston, MA1.09MShares$29.8 Million0.31% of portfolio
-
Quent Capital, LLC941KShares$25.6 Million2.31% of portfolio
-
David R. Rahn & Associates Inc.843KShares$23 Million6.29% of portfolio
-
Financial Management Professionals, Inc.810KShares$22.1 Million2.43% of portfolio