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

Avantax Planning Partners, Inc.

  • $2.78 Billion
  • Q3 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 21,921 shares of SHM stock, worth $1.05 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
21,921
Previous 22,069 0.67%
Holding current value
$1.05 Million
Previous $1.04 Million 1.34%
% of portfolio
0.04%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$47.01 - $48.2 $6,957 - $7,133
-148 Reduced 0.67%
21,921 $1.06 Million
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
440
Shares Held
72.7M
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
Track This Portfolio

Track Avantax Planning Partners, Inc. Portfolio

Follow Avantax Planning Partners, 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 Avantax Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email