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

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

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 6,266 shares of SHM stock, worth $299,953. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,266

Previous 6,249 0.27%

Holding current value

$299,953

Previous $294,000 2.38%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

442

Shares Held

72.8M

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