Envestnet Portfolio Solutions, Inc. Spdr Nuveen Bloomberg Short Te Transaction History

Envestnet Portfolio Solutions, Inc.

$24.4 Billion
Q2 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 14,480 shares of SHM stock, worth $696,632. This represents 0.0% of its overall portfolio holdings.

Number of Shares

14,480

Previous 18,884 23.32%

Holding current value

$696,632

Previous $898,000 22.94%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$47.02 - $47.83 $207,076 - $210,643	-4,404 Reduced 23.32%	14,480 $692,000
Q1 2025 Apr 21, 2025	SELL	$47.33 - $47.92 $48,749 - $49,357	-1,030 Reduced 5.17%	18,884 $898,000
Q4 2024 Feb 10, 2025	BUY	$47.26 - $48.18 $3,402 - $3,468	72 Added 0.36%	19,914 $943,000
Q3 2024 Oct 31, 2024	BUY	$47.01 - $48.2 $4,653 - $4,771	99 Added 0.5%	19,842 $955,000
Q2 2024 Jul 16, 2024	SELL	$46.84 - $47.32 $13,255 - $13,391	-283 Reduced 1.41%	19,743 $931,000
Q1 2024 May 06, 2024	SELL	$47.44 - $47.9 $80,221 - $80,998	-1,691 Reduced 7.79%	20,026 $950,000
Q4 2023 Feb 07, 2024	SELL	$46.12 - $47.85 $246,280 - $255,519	-5,340 Reduced 19.74%	21,717 $1.04 Million
Q3 2023 Nov 13, 2023	BUY	$46.19 - $47.22 $1.25 Million - $1.28 Million	27,057 New	27,057 $1.25 Million

Others Institutions Holding SHM

# of Institutions

447

Shares Held

69.4M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
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Envestnet Portfolio Solutions, Inc. Spdr Nuveen Bloomberg Short Te Transaction History