Atria Wealth Solutions, Inc. Spdr Nuveen Bloomberg Short Te Transaction History

Atria Wealth Solutions, Inc.

  • $7.87 Billion
  • Q1 2025

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 6,064 shares of SHM stock, worth $288,525. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,064
Previous 12,915 53.05%
Holding current value
$288,525
Previous $612,000 52.94%
% of portfolio
0.0%
Previous 0.01%

Shares

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

May 09, 2025
SELL
$47.33 - $47.92 $324,257 - $328,299
-6,851 Reduced 53.05%
6,064 $288,000
Q4 2024

Jan 31, 2025
BUY
$47.26 - $48.18 $314,231 - $320,348
6,649 Added 106.11%
12,915 $612,000
Q3 2024

Nov 08, 2024
BUY
$47.01 - $48.2 $799 - $819
17 Added 0.27%
6,266 $301,000
Q2 2024

Jul 22, 2024
SELL
$46.84 - $47.32 $3,278 - $3,312
-70 Reduced 1.11%
6,249 $294,000
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
$45.97 - $47.2 $781,995 - $802,919
-17,011 Closed
0 $0
Q3 2022

Feb 13, 2023
SELL
$46.05 - $47.82 $245,170 - $254,593
-5,324 Reduced 23.84%
17,011 $0
Q3 2022

Nov 14, 2022
SELL
$46.05 - $47.82 $142,478 - $147,955
-3,094 Reduced 12.17%
22,335 $1.04 Million
Q2 2022

Aug 15, 2022
SELL
$46.52 - $47.45 $64,197 - $65,481
-1,380 Reduced 5.15%
25,429 $1.2 Million
Q1 2022

May 16, 2022
BUY
$47.3 - $49.17 $1.27 Million - $1.32 Million
26,809 New
26,809 $1.27 Million

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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