Breakwater Investment Management Spdr Bloomberg Short Term Inte Transaction History

Breakwater Investment Management

$224 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Jun 13, 2024	BUY	$26.17 - $27.18 $8,950 - $9,295	342 New	342 $9.02 Million

Others Institutions Holding BWZ

# of Institutions

41

Shares Held

3M

Call Options Held

0

Put Options Held

0

Quent Capital, LLC

803K
Shares

$20.4 Million
2.19% of portfolio
Checchi Capital Advisers, LLC Beverly Hills, CA

646K
Shares

$16.4 Million
1.0% of portfolio
Envestnet Asset Management Inc

392K
Shares

$9.95 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

275K
Shares

$6.98 Million
0.02% of portfolio
Walkner Condon Financial Advisors LLC

165K
Shares

$4.18 Million
0.87% of portfolio

About SPDR BLOOMBERG SHORT TERM INTE

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