Brown Wealth Management, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Brown Wealth Management, LLC

  • $277 Billion
  • Q3 2024

A detailed history of Brown Wealth Management, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Brown Wealth Management, LLC holds 15,056 shares of SHM stock, worth $718,773. This represents 0.26% of its overall portfolio holdings.

Number of Shares
15,056
Previous 19,732 23.7%
Holding current value
$718,773
Previous $931 Million 22.16%
% of portfolio
0.26%
Previous 0.38%

Shares

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

Nov 14, 2024
SELL
$47.01 - $48.2 $219,818 - $225,383
-4,676 Reduced 23.7%
15,056 $725 Million
Q2 2024

Aug 13, 2024
BUY
$46.84 - $47.32 $102,673 - $103,725
2,192 Added 12.5%
19,732 $931 Million
Q1 2024

May 13, 2024
SELL
$47.44 - $47.9 $229,894 - $232,123
-4,846 Reduced 21.65%
17,540 $832 Million
Q4 2023

Feb 14, 2024
BUY
$46.12 - $47.85 $134,578 - $139,626
2,918 Added 14.99%
22,386 $1.07 Billion
Q3 2023

Nov 14, 2023
SELL
$46.19 - $47.22 $1.03 Million - $1.06 Million
-22,349 Reduced 53.44%
19,468 $900 Million
Q2 2023

Aug 08, 2023
BUY
$46.54 - $47.72 $1.95 Million - $2 Million
41,817 New
41,817 $1.97 Billion

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
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