Avantax Planning Partners, Inc. Spdr Nuveen Bloomberg Short Te Transaction History

Avantax Planning Partners, Inc.

$3.1 Billion
Q2 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 22,069 shares of SHM stock, worth $1.06 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

22,069

Previous 25,034 11.84%

Holding current value

$1.06 Million

Previous $1.19 Million 12.3%

% of portfolio

0.03%

Previous 0.04%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$46.84 - $47.32 $138,880 - $140,303	-2,965 Reduced 11.84%	22,069 $1.04 Million
Q4 2023 Feb 09, 2024	SELL	$46.12 - $47.85 $86,982 - $90,245	-1,886 Reduced 7.01%	25,034 $1.2 Million
Q3 2023 Nov 03, 2023	SELL	$46.19 - $47.22 $30,808 - $31,495	-667 Reduced 2.42%	26,920 $1.24 Million
Q2 2023 Jul 17, 2023	SELL	$46.54 - $47.72 $425,235 - $436,017	-9,137 Reduced 24.88%	27,587 $1.3 Million
Q1 2023 Apr 20, 2023	BUY	$46.61 - $47.68 $123,889 - $126,733	2,658 Added 7.8%	36,724 $1.75 Million
Q4 2022 Feb 09, 2023	BUY	$45.97 - $47.2 $1.06 Million - $1.09 Million	23,073 Added 209.89%	34,066 $1.6 Million
Q3 2022 Oct 14, 2022	SELL	$46.05 - $47.82 $4.09 Million - $4.25 Million	-88,772 Reduced 88.98%	10,993 $507,000
Q2 2022 Jul 18, 2022	BUY	$46.52 - $47.45 $1.53 Million - $1.56 Million	32,959 Added 49.34%	99,765 $4.72 Million
Q1 2022 May 09, 2022	BUY	$47.3 - $49.17 $2.95 Million - $3.07 Million	62,350 Added 1399.24%	66,806 $3.16 Million
Q4 2021 Jan 28, 2022	BUY	$49.16 - $49.38 $219,056 - $220,037	4,456 New	4,456 $219,000

Others Institutions Holding SHM

# of Institutions

460

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 Planning Partners, Inc. Spdr Nuveen Bloomberg Short Te Transaction History