Ae Wealth Management LLC Spdr Nuveen Bloomberg Short Te Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q1 2025

A detailed history of Ae Wealth Management LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Ae Wealth Management LLC holds 22,367 shares of SHM stock, worth $1.06 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
22,367
Previous 19,551 14.4%
Holding current value
$1.06 Million
Previous $926,000 14.9%
% of portfolio
0.01%
Previous 0.01%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
BUY
$47.33 - $47.92 $133,281 - $134,942
2,816 Added 14.4%
22,367 $1.06 Million
Q4 2024

Feb 13, 2025
BUY
$47.26 - $48.18 $28,403 - $28,956
601 Added 3.17%
19,551 $926,000
Q3 2024

Nov 14, 2024
SELL
$47.01 - $48.2 $56,412 - $57,840
-1,200 Reduced 5.96%
18,950 $912,000
Q2 2024

Aug 12, 2024
SELL
$46.84 - $47.32 $441,560 - $446,085
-9,427 Reduced 31.87%
20,150 $950,000
Q1 2024

May 15, 2024
SELL
$47.44 - $47.9 $1.49 Million - $1.51 Million
-31,464 Reduced 51.55%
29,577 $1.4 Million
Q4 2023

Feb 14, 2024
SELL
$46.12 - $47.85 $309,326 - $320,929
-6,707 Reduced 9.9%
61,041 $2.92 Million
Q3 2023

Oct 11, 2023
SELL
$46.19 - $47.22 $36,859 - $37,681
-798 Reduced 1.16%
67,748 $3.13 Million
Q2 2023

Jul 10, 2023
BUY
$46.54 - $47.72 $1.64 Million - $1.68 Million
35,151 Added 105.26%
68,546 $3.23 Million
Q1 2023

Apr 14, 2023
SELL
$46.61 - $47.68 $956,623 - $978,584
-20,524 Reduced 38.06%
33,395 $1.59 Million
Q4 2022

Jan 31, 2023
SELL
$45.97 - $47.2 $615,952 - $632,432
-13,399 Reduced 19.9%
53,919 $2.53 Million
Q3 2022

Oct 25, 2022
BUY
$46.05 - $47.82 $2.4 Million - $2.49 Million
52,145 Added 343.67%
67,318 $3.1 Million
Q2 2022

Aug 03, 2022
SELL
$46.52 - $47.45 $61,871 - $63,108
-1,330 Reduced 8.06%
15,173 $717,000
Q1 2022

Apr 18, 2022
BUY
$47.3 - $49.17 $57,800 - $60,085
1,222 Added 8.0%
16,503 $781,000
Q4 2021

Jan 20, 2022
SELL
$49.16 - $49.38 $23,842 - $23,949
-485 Reduced 3.08%
15,281 $752,000
Q3 2021

Nov 01, 2021
BUY
$49.4 - $49.69 $66,492 - $66,882
1,346 Added 9.33%
15,766 $779,000
Q2 2021

Jul 21, 2021
BUY
$49.5 - $49.73 $58,657 - $58,930
1,185 Added 8.95%
14,420 $715,000
Q1 2021

Apr 27, 2021
BUY
$49.43 - $49.87 $163,613 - $165,069
3,310 Added 33.35%
13,235 $656,000
Q4 2020

Feb 01, 2021
BUY
$49.66 - $49.86 $44,892 - $45,073
904 Added 10.02%
9,925 $494,000
Q3 2020

Nov 06, 2020
BUY
$49.76 - $50.06 $167,094 - $168,101
3,358 Added 59.3%
9,021 $450,000
Q2 2020

Aug 05, 2020
BUY
$48.24 - $49.96 $3,666 - $3,796
76 Added 1.36%
5,663 $282,000
Q1 2020

May 07, 2020
SELL
$43.92 - $49.69 $7,290 - $8,248
-166 Reduced 2.89%
5,587 $273,000
Q4 2019

Jan 15, 2020
BUY
$48.87 - $49.12 $12,168 - $12,230
249 Added 4.52%
5,753 $283,000
Q3 2019

Nov 05, 2019
SELL
$48.76 - $49.06 $8,337 - $8,389
-171 Reduced 3.01%
5,504 $270,000
Q2 2019

Jul 22, 2019
BUY
N/A
23 Added 0.41%
5,675 $278,000
Q1 2019

May 14, 2019
SELL
N/A
-10 Reduced 0.18%
5,652 $274,000
Q4 2018

Feb 15, 2019
BUY
N/A
10 Added 0.18%
5,662 $272,000
Q3 2018

Nov 14, 2018
BUY
N/A
216 Added 3.97%
5,652 $270,000
Q2 2018

Aug 15, 2018
SELL
N/A
-689 Reduced 11.25%
5,436 $261,000
Q4 2017

Feb 06, 2018
SELL
N/A
-3,600 Reduced 37.02%
6,125 $293,000
Q2 2017

Aug 14, 2017
BUY
N/A
9,725
9,725 $472,000

Others Institutions Holding SHM

# of Institutions
462
Shares Held
71.1M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR NUVEEN BLOOMBERG SHORT TE

SHM Quotes by TradingView
  • Ticker SHM
  • Sector ETFs
  • Industry ETFs
More about SHM
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