Aquire Wealth Advisors, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Aquire Wealth Advisors, LLC

$318 Million
Q3 2024

A detailed history of Aquire Wealth Advisors, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Aquire Wealth Advisors, LLC holds 89,585 shares of SHM stock, worth $4.25 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares

89,585

Previous 91,355 1.94%

Holding current value

$4.25 Million

Previous $4.31 Million 0.02%

% of portfolio

1.35%

Previous 1.45%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$47.01 - $48.2 $83,207 - $85,314	-1,770 Reduced 1.94%	89,585 $4.31 Million
Q2 2024 Aug 14, 2024	SELL	$46.84 - $47.32 $45,622 - $46,089	-974 Reduced 1.05%	91,355 $4.31 Million
Q1 2024 May 13, 2024	SELL	$47.44 - $47.9 $56,785 - $57,336	-1,197 Reduced 1.28%	92,329 $4.38 Million
Q4 2023 Jan 11, 2024	SELL	$46.12 - $47.85 $90,256 - $93,642	-1,957 Reduced 2.05%	93,526 $4.47 Million
Q3 2023 Oct 30, 2023	SELL	$46.19 - $47.22 $109,516 - $111,958	-2,371 Reduced 2.42%	95,483 $4.41 Million
Q2 2023 Aug 03, 2023	SELL	$46.54 - $47.72 $141,202 - $144,782	-3,034 Reduced 3.01%	97,854 $4.6 Million
Q1 2023 May 01, 2023	SELL	$46.61 - $47.68 $17,199 - $17,593	-369 Reduced 0.36%	100,888 $4.8 Million
Q4 2022 Jan 20, 2023	BUY	$45.97 - $47.2 $19,077 - $19,588	415 Added 0.41%	101,257 $0
Q3 2022 Oct 18, 2022	SELL	$46.05 - $47.82 $29,794 - $30,939	-647 Reduced 0.64%	100,842 $4.65 Million
Q2 2022 Jul 27, 2022	SELL	$46.52 - $47.45 $272,374 - $277,819	-5,855 Reduced 5.45%	101,489 $4.8 Million
Q1 2022 Apr 28, 2022	BUY	$47.3 - $49.17 $473 - $491	10 Added 0.01%	107,344 $5.08 Million
Q4 2021 Feb 09, 2022	BUY	$49.16 - $49.38 $5.28 Million - $5.3 Million	107,334 New	107,334 $5.28 Million

Others Institutions Holding SHM

# of Institutions

446

Shares Held

78.3M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
Sector ETFs
Industry ETFs

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Aquire Wealth Advisors, LLC Spdr Nuveen Bloomberg Short Te Transaction History