Veritable, L.P. Spdr Bloomberg International T Transaction History

Veritable, L.P.

$0
Q3 2023

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	$27.94 - $28.89 $376,966 - $389,783	-13,492 Closed	0 $0
Q1 2021 May 17, 2021	SELL	$29.14 - $31.45 $128,682 - $138,883	-4,416 Reduced 24.66%	13,492 $393,000
Q3 2020 Nov 13, 2020	BUY	$28.82 - $30.17 $290,217 - $303,811	10,070 Added 128.48%	17,908 $531,000
Q1 2020 May 13, 2020	SELL	$25.85 - $29.84 $202,612 - $233,885	-7,838 Closed	0 $0
Q3 2019 Nov 12, 2019	SELL	$28.57 - $28.99 $133,221 - $135,180	-4,663 Reduced 37.3%	7,838 $225,000
Q3 2018 Nov 14, 2018	SELL	N/A	-486 Reduced 3.74%	12,501 $342,000
Q4 2017 Feb 13, 2018	SELL	N/A	-811 Reduced 5.88%	12,987 $369,000
Q3 2017 Nov 14, 2017	BUY	N/A	13,798	13,798 $388,000

Others Institutions Holding BWX

# of Institutions

136

Shares Held

30.2M

Call Options Held

0

Put Options Held

0

Manufacturers Life Insurance Company, The Toronto, A6

6.64M
Shares

$145 Million
0.14% of portfolio
Argi Investment Services, LLC

4.1M
Shares

$89.4 Million
8.08% of portfolio
Perella Weinberg Partners Capital Management LP

3.84M
Shares

$83.9 Million
9.14% of portfolio
Checchi Capital Advisers, LLC Beverly Hills, CA

3.77M
Shares

$82.3 Million
4.95% of portfolio
Morgan Stanley New York, NY

2.06M
Shares

$45 Million
0.0% of portfolio

About SPDR BLOOMBERG INTERNATIONAL T

Ticker BWX
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