Synergy Asset Management, LLC Spdr Bloomberg Short Term Inte Transaction History

Synergy Asset Management, LLC

$646 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 10, 2023	BUY	$24.63 - $27.06 $8.71 Million - $9.57 Million	353,813 New	353,813 $9.57 Million

Others Institutions Holding BWZ

# of Institutions

41

Shares Held

3.8M

Call Options Held

0

Put Options Held

0

Quent Capital, LLC

766K
Shares

$19.5 Million
2.22% of portfolio
Financial Management Professionals, Inc.

724K
Shares

$18.4 Million
2.48% of portfolio
Checchi Capital Advisers, LLC Beverly Hills, CA

646K
Shares

$16.4 Million
1.0% of portfolio
Envestnet Asset Management Inc

392K
Shares

$9.97 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

275K
Shares

$6.99 Million
0.02% of portfolio

About SPDR BLOOMBERG SHORT TERM INTE

Ticker BWZ
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