Simon Quick Advisors, LLC Spdr Bloomberg Short Term Inte Transaction History

Simon Quick Advisors, LLC

$1.73 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2017 Feb 13, 2018	SELL	N/A	-131 Closed	0 $0
Q2 2017 Aug 11, 2017	BUY	N/A	131	131 $4,000

Others Institutions Holding BWZ

# of Institutions

43

Shares Held

4.19M

Call Options Held

0

Put Options Held

0

Quent Capital, LLC

862K
Shares

$23.7 Million
2.5% of portfolio
Financial Management Professionals, Inc.

781K
Shares

$21.5 Million
2.7% of portfolio
Checchi Capital Advisers, LLC Beverly Hills, CA

705K
Shares

$19.4 Million
1.05% of portfolio
Envestnet Asset Management Inc

381K
Shares

$10.5 Million
0.0% of portfolio
Master'S Wealth Management Inc. Lancaster, PA

294K
Shares

$8.09 Million
4.05% of portfolio

About SPDR BLOOMBERG SHORT TERM INTE

Ticker BWZ
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