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 $713,804. This represents 0.26% of its overall portfolio holdings.

Number of Shares
15,056
Previous 19,732 23.7%
Holding current value
$713,804
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

About SPDR NUVEEN BLOOMBERG SHORT TE


  • Ticker SHM
  • Sector ETFs
  • Industry ETFs
More about SHM
Track This Portfolio

Track Brown Wealth Management, LLC Portfolio

Follow Brown Wealth Management, LLC 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 Brown Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brown Wealth Management, LLC with notifications on news.