Atlantic Edge Private Wealth Management, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Atlantic Edge Private Wealth Management, LLC

$389 Billion
Q3 2025

A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 13,646 shares of SHM stock, worth $654,052. This represents 0.17% of its overall portfolio holdings.

Number of Shares

13,646

Previous 15,271 10.64%

Holding current value

$654,052

Previous $730 Million 9.91%

% of portfolio

0.17%

Previous 0.2%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	SELL	$47.76 - $48.46 $77,610 - $78,747	-1,625 Reduced 10.64%	13,646 $658 Million
Q2 2025 Jul 30, 2025	SELL	$47.02 - $47.83 $124,603 - $126,749	-2,650 Reduced 14.79%	15,271 $730 Million
Q1 2025 Apr 29, 2025	SELL	$47.33 - $47.92 $5,916 - $5,990	-125 Reduced 0.69%	17,921 $853 Million
Q4 2024 Jan 29, 2025	SELL	$47.26 - $48.18 $66,164 - $67,452	-1,400 Reduced 7.2%	18,046 $855 Million
Q3 2024 Nov 06, 2024	SELL	$47.01 - $48.2 $32,907 - $33,740	-700 Reduced 3.47%	19,446 $936 Million
Q1 2024 May 08, 2024	SELL	$47.44 - $47.9 $228,898 - $231,117	-4,825 Reduced 19.32%	20,146 $956 Million
Q4 2023 Feb 08, 2024	BUY	$46.12 - $47.85 $1.15 Million - $1.19 Million	24,971 New	24,971 $1.19 Billion

Others Institutions Holding SHM

# of Institutions

441

Shares Held

68M

Call Options Held

Put Options Held

View Full List

About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
Sector ETFs
Industry ETFs

More about SHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atlantic Edge Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atlantic Edge Private Wealth Management, LLC with notifications on news.

Account

Atlantic Edge Private Wealth Management, LLC Spdr Nuveen Bloomberg Short Te Transaction History