Burt Wealth Advisors Spdr Nuveen Bloomberg Short Te Transaction History
Burt Wealth Advisors
- $378 Million
- Q2 2024
A detailed history of Burt Wealth Advisors transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Burt Wealth Advisors holds 13,000 shares of SHM stock, worth $626,600. This represents 0.16% of its overall portfolio holdings.
Number of Shares
13,000
Previous 15,715
17.28%
Holding current value
$626,600
Previous $745,000
17.72%
% of portfolio
0.16%
Previous 0.19%
Shares
9 transactions
Others Institutions Holding SHM
# of Institutions
460Shares Held
78.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC15.9MShares$766 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.46MShares$408 Million0.1% of portfolio
-
Envestnet Asset Management Inc6.05MShares$292 Million0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY5.78MShares$279 Million0.05% of portfolio
-
Morgan Stanley New York, NY5.58MShares$269 Million0.02% of portfolio