Future You Wealth LLC Spdr Bloomberg Short Term Inte Transaction History

Future You Wealth LLC

$184 Billion
Q2 2025

A detailed history of Future You Wealth LLC transactions in Spdr Bloomberg Short Term Inte stock. As of the latest transaction made, Future You Wealth LLC holds 14,890 shares of BWZ stock, worth $405,752. This represents 0.23% of its overall portfolio holdings.

Number of Shares

14,890

Holding current value

$405,752

% of portfolio

0.23%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 31, 2025	BUY	$26.27 - $28.07 $391,160 - $417,962	14,890 New	14,890 $418 Million

Others Institutions Holding BWZ

# of Institutions

Shares Held

9.83M

Call Options Held

Put Options Held

Advisor Group Holdings, Inc. Phoenix, AZ

1.21M
Shares

$33.1 Million
0.05% of portfolio
Congress Wealth Management LLC Boston, MA

1.09M
Shares

$29.8 Million
0.31% of portfolio
Quent Capital, LLC

941K
Shares

$25.6 Million
2.31% of portfolio
David R. Rahn & Associates Inc.

843K
Shares

$23 Million
6.29% of portfolio
Financial Management Professionals, Inc.

810K
Shares

$22.1 Million
2.43% of portfolio

View Full List

About SPDR BLOOMBERG SHORT TERM INTE

Ticker BWZ
Sector ETFs
Industry ETFs

More about BWZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Future You Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Future You Wealth LLC with notifications on news.

Account

Future You Wealth LLC Spdr Bloomberg Short Term Inte Transaction History