Balance Wealth, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Balance Wealth, LLC

$154 Billion
Q1 2025

A detailed history of Balance Wealth, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Balance Wealth, LLC holds 7,425 shares of SHM stock, worth $350,831. This represents 0.23% of its overall portfolio holdings.

Number of Shares

7,425

Holding current value

$350,831

% of portfolio

0.23%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 23, 2025	BUY	$47.33 - $47.92 $351,425 - $355,806	7,425 New	7,425 $353 Million

Others Institutions Holding SHM

# of Institutions

456

Shares Held

74.7M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

19.2M
Shares

$907 Million
0.08% of portfolio
Envestnet Asset Management Inc

5.87M
Shares

$277 Million
0.09% of portfolio
Wells Fargo & Company San Francisco, CA

4.82M
Shares

$228 Million
0.05% of portfolio
Goldman Sachs Group Inc New York, NY

4.76M
Shares

$225 Million
0.04% of portfolio
Mercer Global Advisors Inc Denver, CO

2.6M
Shares

$123 Million
0.3% of portfolio

View Full List

About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
Sector ETFs
Industry ETFs

More about SHM

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