Avantax Advisory Services, Inc. Spdr Nuveen Bloomberg Short Te Transaction History

Avantax Advisory Services, Inc.

$13.8 Billion
Q2 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 86,675 shares of SHM stock, worth $4.13 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

86,675

Previous 194,498 55.44%

Holding current value

$4.13 Million

Previous $9.23 Million 55.67%

% of portfolio

0.03%

Previous 0.08%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$46.84 - $47.32 $5.05 Million - $5.1 Million	-107,823 Reduced 55.44%	86,675 $4.09 Million
Q1 2024 May 08, 2024	SELL	$47.44 - $47.9 $10.9 Million - $11 Million	-230,101 Reduced 54.19%	194,498 $9.23 Million
Q4 2023 Feb 07, 2024	BUY	$46.12 - $47.85 $938,495 - $973,699	20,349 Added 5.03%	424,599 $20.3 Million
Q3 2023 Nov 07, 2023	SELL	$46.19 - $47.22 $98,246 - $100,436	-2,127 Reduced 0.52%	404,250 $18.7 Million
Q2 2023 Aug 11, 2023	SELL	$46.54 - $47.72 $605,718 - $621,075	-13,015 Reduced 3.1%	406,377 $19.1 Million
Q1 2023 Apr 28, 2023	SELL	$46.61 - $47.68 $1.53 Million - $1.57 Million	-32,892 Reduced 7.27%	419,392 $19.9 Million
Q4 2022 Feb 13, 2023	BUY	$45.97 - $47.2 $1.9 Million - $1.95 Million	41,314 Added 10.05%	452,284 $21.2 Million
Q3 2022 Nov 01, 2022	SELL	$46.05 - $47.82 $1.83 Million - $1.9 Million	-39,767 Reduced 8.82%	410,970 $18.9 Million
Q2 2022 Aug 02, 2022	SELL	$46.52 - $47.45 $261,442 - $266,669	-5,620 Reduced 1.23%	450,737 $21.3 Million
Q1 2022 Apr 27, 2022	BUY	$47.3 - $49.17 $251,352 - $261,289	5,314 Added 1.18%	456,357 $21.6 Million
Q4 2021 Jan 24, 2022	BUY	$49.16 - $49.38 $174,075 - $174,854	3,541 Added 0.79%	451,043 $22.2 Million
Q3 2021 Oct 21, 2021	BUY	$49.4 - $49.69 $548,685 - $551,906	11,107 Added 2.55%	447,502 $22.1 Million
Q2 2021 Jul 29, 2021	BUY	$49.5 - $49.73 $1.09 Million - $1.1 Million	22,110 Added 5.34%	436,395 $21.6 Million
Q1 2021 May 13, 2021	BUY	$49.43 - $49.87 $921,671 - $929,876	18,646 Added 4.71%	414,285 $20.5 Million
Q4 2020 Jan 22, 2021	BUY	$49.66 - $49.86 $348,811 - $350,216	7,024 Added 1.81%	395,639 $19.7 Million
Q3 2020 Oct 14, 2020	BUY	$49.76 - $50.06 $3.26 Million - $3.28 Million	65,594 Added 20.31%	388,615 $19.4 Million
Q2 2020 Aug 06, 2020	BUY	$48.24 - $49.96 $4.75 Million - $4.92 Million	98,507 Added 43.88%	323,021 $16.1 Million
Q1 2020 Apr 30, 2020	BUY	$43.92 - $49.69 $357,552 - $404,526	8,141 Added 3.76%	224,514 $11 Million
Q4 2019 Feb 14, 2020	BUY	$48.87 - $49.12 $1.31 Million - $1.32 Million	26,854 Added 14.17%	216,373 $10.6 Million
Q3 2019 Nov 08, 2019	BUY	$48.76 - $49.06 $788,888 - $793,741	16,179 Added 9.33%	189,519 $9.29 Million
Q2 2019 Aug 06, 2019	BUY	N/A	85,830 Added 98.08%	173,340 $8.48 Million
Q1 2019 May 13, 2019	BUY	N/A	87,510 New	87,510 $4.24 Million

Others Institutions Holding SHM

# of Institutions

449

Shares Held

78.6M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
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Avantax Advisory Services, Inc. Spdr Nuveen Bloomberg Short Te Transaction History