Burt Wealth Advisors Spdr Nuveen Bloomberg Short Te Transaction History
Burt Wealth Advisors
- $431 Million
- Q2 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 $624,650. This represents 0.14% of its overall portfolio holdings.
Number of Shares
13,000
Previous 13,000
-0.0%
Holding current value
$624,650
Previous $618,000
0.49%
% of portfolio
0.14%
Previous 0.15%
Shares
9 transactions
Others Institutions Holding SHM
# of Institutions
448Shares Held
69.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC18.3MShares$881 Million0.07% of portfolio
-
Goldman Sachs Group Inc New York, NY5.01MShares$241 Million0.03% of portfolio
-
Envestnet Asset Management Inc4.91MShares$236 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA4.02MShares$193 Million0.04% of portfolio
-
Northwestern Mutual Wealth Management CO2.7MShares$130 Million0.1% of portfolio