Vision Point Advisory Group, LLC Spdr Bloomberg Short Term Inte Transaction History
Vision Point Advisory Group, LLC
- $432 Million
- Q2 2025
A detailed history of Vision Point Advisory Group, LLC transactions in Spdr Bloomberg Short Term Inte stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 56,091 shares of BWZ stock, worth $1.55 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
56,091Holding current value
$1.55 Million% of portfolio
0.36%Shares
1 transactions
Others Institutions Holding BWZ
# of Institutions
56Shares Held
5.06MCall Options Held
0Put Options Held
0-
Quent Capital, LLC898KShares$24.8 Million2.54% of portfolio
-
Financial Management Professionals, Inc.794KShares$21.9 Million2.6% of portfolio
-
Checchi Capital Advisers, LLC Beverly Hills, CA573KShares$15.8 Million0.91% of portfolio
-
Almanack Investment Partners, Llc. Wayne, PA459KShares$12.7 Million2.18% of portfolio
-
Envestnet Asset Management Inc326KShares$8.99 Million0.0% of portfolio