Canvas Wealth Advisors, LLC Spdr Nuveen Bloomberg Short Te Transaction History
Canvas Wealth Advisors, LLC
- $308 Million
- Q1 2024
A detailed history of Canvas Wealth Advisors, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 11,751 shares of SHM stock, worth $554,999. This represents 0.18% of its overall portfolio holdings.
Number of Shares
11,751
Previous 10,609
10.76%
Holding current value
$554,999
Previous $507,000
9.86%
% of portfolio
0.18%
Previous 0.19%
Shares
13 transactions
Others Institutions Holding SHM
# of Institutions
456Shares Held
78.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC16MShares$756 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.46MShares$400 Million0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY7.52MShares$355 Million0.06% of portfolio
-
Envestnet Asset Management Inc6.13MShares$289 Million0.11% of portfolio
-
Morgan Stanley New York, NY5.65MShares$267 Million0.02% of portfolio