Altus Wealth Management, LLC Spdr Nuveen Bloomberg Short Te Transaction History
Altus Wealth Management, LLC
- $213 Million
- Q1 2025
A detailed history of Altus Wealth Management, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Altus Wealth Management, LLC holds 11,539 shares of SHM stock, worth $546,602. This represents 0.26% of its overall portfolio holdings.
Number of Shares
11,539
Previous 20,618
44.03%
Holding current value
$546,602
Previous $977,000
43.81%
% of portfolio
0.26%
Previous 0.44%
Shares
12 transactions
Others Institutions Holding SHM
# of Institutions
460Shares Held
74MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC19.2MShares$909 Million0.08% of portfolio
-
Envestnet Asset Management Inc5.19MShares$246 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA4.82MShares$228 Million0.05% of portfolio
-
Goldman Sachs Group Inc New York, NY4.76MShares$226 Million0.04% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.6MShares$123 Million0.3% of portfolio