A detailed history of Atria Wealth Solutions, Inc. transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 6,319 shares of SHM stock, worth $298,446. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,319
Previous 6,457 2.14%
Holding current value
$298,446
Previous $308,000 2.92%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$47.44 - $47.9 $6,546 - $6,610
-138 Reduced 2.14%
6,319 $299,000
Q4 2023

Feb 02, 2024

BUY
$46.12 - $47.85 $297,796 - $308,967
6,457 New
6,457 $308,000
Q4 2022

Feb 13, 2023

SELL
$46.08 - $47.2 $783,866 - $802,919
-17,011 Closed
0 $0
Q3 2022

Feb 13, 2023

SELL
N/A
-5,324 Reduced 23.84%
17,011 $0
Q3 2022

Nov 14, 2022

SELL
N/A
-3,094 Reduced 12.17%
22,335 $1.04 Million
Q2 2022

Aug 15, 2022

SELL
N/A
-1,380 Reduced 5.15%
25,429 $1.2 Million
Q1 2022

May 16, 2022

BUY
N/A
26,809 New
26,809 $1.27 Million

Others Institutions Holding SHM

About SPDR NUVEEN BLOOMBERG SHORT TE


  • Ticker SHM
  • Sector ETFs
  • Industry ETFs
More about SHM
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.