Burt Wealth Advisors Spdr Nuveen Bloomberg Short Te Transaction History

Burt Wealth Advisors

$402 Million
Q1 2025

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 $618,540. This represents 0.15% of its overall portfolio holdings.

Number of Shares

13,000

Previous 13,000 -0.0%

Holding current value

$618,540

Previous $616,000 0.32%

% of portfolio

0.15%

Previous 0.16%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 16, 2024	SELL	$46.84 - $47.32 $127,170 - $128,473	-2,715 Reduced 17.28%	13,000 $613,000
Q1 2024 Apr 18, 2024	SELL	$47.44 - $47.9 $73,816 - $74,532	-1,556 Reduced 9.01%	15,715 $745,000
Q4 2023 Feb 01, 2024	SELL	$46.12 - $47.85 $29,470 - $30,576	-639 Reduced 3.57%	17,271 $825,000
Q3 2023 Oct 11, 2023	SELL	$46.19 - $47.22 $70,670 - $72,246	-1,530 Reduced 7.87%	17,910 $827,000
Q2 2023 Jul 18, 2023	BUY	$46.54 - $47.72 $299,717 - $307,316	6,440 Added 49.54%	19,440 $914,000
Q4 2022 Jan 17, 2023	BUY	$45.97 - $47.2 $597,610 - $613,600	13,000 New	13,000 $611,000
Q1 2019 Apr 24, 2019	SELL	N/A	-2,332 Closed	0 $0
Q4 2018 Feb 08, 2019	SELL	N/A	-706 Reduced 23.24%	2,332 $112,000
Q3 2018 Oct 30, 2018	BUY	N/A	3,038 New	3,038 $145,000

Others Institutions Holding SHM

# of Institutions

462

Shares Held

71.1M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
Sector ETFs
Industry ETFs

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Burt Wealth Advisors Spdr Nuveen Bloomberg Short Te Transaction History