Walkner Condon Financial Advisors LLC Spdr Bloomberg Short Term Inte Transaction History

Walkner Condon Financial Advisors LLC

  • $482 Million
  • Q1 2025

A detailed history of Walkner Condon Financial Advisors LLC transactions in Spdr Bloomberg Short Term Inte stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 159,085 shares of BWZ stock, worth $4.37 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
159,085
Previous 164,588 3.34%
Holding current value
$4.37 Million
Previous $4.17 Million 0.17%
% of portfolio
0.87%
Previous 0.87%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$25.07 - $26.54 $137,960 - $146,049
-5,503 Reduced 3.34%
159,085 $4.18 Million
Q4 2024

Jan 29, 2025
SELL
$25.34 - $27.3 $383,647 - $413,322
-15,140 Reduced 8.42%
164,588 $4.17 Million
Q3 2024

Oct 31, 2024
BUY
$25.59 - $27.67 $165,925 - $179,412
6,484 Added 3.74%
179,728 $4.95 Million
Q2 2024

Jul 26, 2024
BUY
$25.64 - $26.38 $95,637 - $98,397
3,730 Added 2.2%
173,244 $4.44 Million
Q1 2024

Apr 22, 2024
BUY
$26.17 - $27.18 $134,801 - $140,004
5,151 Added 3.13%
169,514 $4.47 Million
Q4 2023

Jan 23, 2024
BUY
$25.64 - $27.43 $889,297 - $951,382
34,684 Added 26.75%
164,363 $4.5 Million
Q3 2023

Oct 19, 2023
BUY
$25.7 - $27.52 $482,851 - $517,045
18,788 Added 16.94%
129,679 $3.34 Million
Q2 2023

Jul 21, 2023
BUY
$26.59 - $27.54 $207,641 - $215,059
7,809 Added 7.58%
110,891 $2.96 Million
Q1 2023

Apr 20, 2023
BUY
$26.3 - $27.82 $80,609 - $85,268
3,065 Added 3.06%
103,082 $2.81 Million
Q4 2022

Jan 25, 2023
SELL
$24.63 - $27.06 $607,523 - $667,461
-24,666 Reduced 19.78%
100,017 $0
Q3 2022

Oct 28, 2022
BUY
$24.62 - $27.11 $186,398 - $205,249
7,571 Added 6.46%
124,683 $3.12 Million
Q2 2022

Aug 04, 2022
BUY
$26.68 - $29.05 $390,835 - $425,553
14,649 Added 14.3%
117,112 $3.16 Million
Q1 2022

May 03, 2022
BUY
$28.87 - $30.56 $145,966 - $154,511
5,056 Added 5.19%
102,463 $2.98 Billion
Q4 2021

Feb 11, 2022
BUY
$30.22 - $31.19 $42,489 - $43,853
1,406 Added 1.46%
97,407 $0
Q3 2021

Nov 04, 2021
SELL
$30.98 - $31.84 $142,538 - $146,495
-4,601 Reduced 4.57%
96,001 $2.99 Million
Q2 2021

Aug 10, 2021
BUY
$31.56 - $32.52 $442,060 - $455,507
14,007 Added 16.18%
100,602 $3.2 Million
Q1 2021

Apr 13, 2021
SELL
$31.5 - $33.03 $42,367 - $44,425
-1,345 Reduced 1.53%
86,595 $2.73 Million
Q4 2020

Jan 12, 2021
SELL
$31.43 - $32.85 $127,731 - $133,502
-4,064 Reduced 4.42%
87,940 $2.89 Million
Q3 2020

Nov 10, 2020
BUY
$30.51 - $31.78 $2.81 Million - $2.92 Million
92,004 New
92,004 $2.89 Million

Others Institutions Holding BWZ

# of Institutions
43
Shares Held
4.13M
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
Track This Portfolio

Track Walkner Condon Financial Advisors LLC Portfolio

Follow Walkner Condon Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Walkner Condon Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email