Coldstream Capital Management Inc Spdr Bloomberg Short Term Inte Transaction History

Coldstream Capital Management Inc

$4.58 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2017 Feb 14, 2018	SELL	N/A	-8,843 Closed	0 $0
Q3 2017 Nov 15, 2017	BUY	N/A	8,843	8,843 $283,000

Others Institutions Holding BWZ

# of Institutions

41

Shares Held

3.05M

Call Options Held

0

Put Options Held

0

Quent Capital, LLC

803K
Shares

$20.6 Million
2.19% of portfolio
Checchi Capital Advisers, LLC Beverly Hills, CA

705K
Shares

$18.1 Million
1.05% of portfolio
Envestnet Asset Management Inc

392K
Shares

$10.1 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

275K
Shares

$7.07 Million
0.02% of portfolio
Walkner Condon Financial Advisors LLC

165K
Shares

$4.23 Million
0.87% of portfolio

About SPDR BLOOMBERG SHORT TERM INTE

Ticker BWZ
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Coldstream Capital Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Coldstream Capital Management Inc with notifications on news.