Woodley Farra Manion Portfolio Management Inc Spdr Bloomberg Short Term Inte Transaction History

Woodley Farra Manion Portfolio Management Inc

$1.96 Billion
Q1 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 05, 2020	SELL	$30.51 - $31.78 $4,423 - $4,608	-145 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$30.33 - $30.87 $4,397 - $4,476	145 New	145 $4,000

Others Institutions Holding BWZ

# of Institutions

Shares Held

4.41M

Call Options Held

Put Options Held

Quent Capital, LLC

862K
Shares

$23.6 Million
2.5% of portfolio
Financial Management Professionals, Inc.

781K
Shares

$21.4 Million
2.7% of portfolio
Checchi Capital Advisers, LLC Beverly Hills, CA

698K
Shares

$19.1 Million
0.97% of portfolio
Envestnet Asset Management Inc

326K
Shares

$8.93 Million
0.0% of portfolio
Master'S Wealth Management Inc. Lancaster, PA

294K
Shares

$8.04 Million
4.05% of portfolio

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