Trademark Financial Management, LLC Spdr Bloomberg Short Term Inte Transaction History

Trademark Financial Management, LLC

  • $172 Billion
  • Q3 2025

A detailed history of Trademark Financial Management, LLC transactions in Spdr Bloomberg Short Term Inte stock. As of the latest transaction made, Trademark Financial Management, LLC holds 40,398 shares of BWZ stock, worth $1.11 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
40,398
Previous 24,264 66.49%
Holding current value
$1.11 Million
Previous $681 Million 65.01%
% of portfolio
0.65%
Previous 0.42%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$27.17 - $28.04 $438,360 - $452,397
16,134 Added 66.49%
40,398 $1.12 Billion
Q2 2025

Jul 31, 2025
BUY
$26.27 - $28.07 $637,415 - $681,090
24,264 New
24,264 $681 Million

Others Institutions Holding BWZ

# of Institutions
78
Shares Held
12.5M
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
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