Pathway Financial Advisors LLC Spdr Bloomberg Short Term Inte Transaction History

Pathway Financial Advisors LLC

$379 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 13, 2018	SELL	N/A	-661 Closed	0 $0
Q1 2018 May 04, 2018	SELL	N/A	-1,259 Reduced 65.57%	661 $22,000
Q4 2017 May 04, 2018	BUY	N/A	1,920	1,920 $62,000

Others Institutions Holding BWZ

# of Institutions

41

Shares Held

3.8M

Call Options Held

0

Put Options Held

0

Quent Capital, LLC

766K
Shares

$19.5 Million
2.22% of portfolio
Financial Management Professionals, Inc.

724K
Shares

$18.4 Million
2.48% of portfolio
Checchi Capital Advisers, LLC Beverly Hills, CA

646K
Shares

$16.4 Million
1.0% of portfolio
Envestnet Asset Management Inc

392K
Shares

$9.95 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

275K
Shares

$6.98 Million
0.02% of portfolio

About SPDR BLOOMBERG SHORT TERM INTE

Ticker BWZ
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pathway Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pathway Financial Advisors LLC with notifications on news.