Burt Wealth Advisors Spdr Nuveen Bloomberg Short Te Transaction History
Burt Wealth Advisors
- $395 Million
- Q4 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 $620,100. This represents 0.16% of its overall portfolio holdings.
Number of Shares
13,000
Previous 13,000
-0.0%
Holding current value
$620,100
Previous $625,000
1.44%
% of portfolio
0.16%
Previous 0.16%
Shares
9 transactions
Others Institutions Holding SHM
# of Institutions
442Shares Held
73.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC16.2MShares$772 Million0.07% of portfolio
-
Envestnet Asset Management Inc5.88MShares$281 Million0.09% of portfolio
-
Morgan Stanley New York, NY5.62MShares$268 Million0.02% of portfolio
-
Goldman Sachs Group Inc New York, NY4.76MShares$227 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA4.74MShares$226 Million0.05% of portfolio