Captrust Financial Advisors Spdr Nuveen Bloomberg Short Te Transaction History

Captrust Financial Advisors

  • $30 Billion
  • Q1 2024

A detailed history of Captrust Financial Advisors transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Captrust Financial Advisors holds 55,095 shares of SHM stock, worth $2.62 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
55,095
Previous 59,235 6.99%
Holding current value
$2.62 Million
Previous $2.83 Million 7.67%
% of portfolio
0.01%
Previous 0.01%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$47.44 - $47.9 $196,401 - $198,306
-4,140 Reduced 6.99%
55,095 $2.61 Million
Q4 2023

Feb 14, 2024
BUY
$46.12 - $47.85 $231,384 - $240,063
5,017 Added 9.25%
59,235 $2.83 Million
Q3 2023

Nov 14, 2023
SELL
$46.19 - $47.22 $759,548 - $776,485
-16,444 Reduced 23.27%
54,218 $2.51 Million
Q2 2023

Aug 14, 2023
SELL
$46.54 - $47.72 $332,667 - $341,102
-7,148 Reduced 9.19%
70,662 $3.32 Million
Q1 2023

May 15, 2023
BUY
$46.61 - $47.68 $39,571 - $40,480
849 Added 1.1%
77,810 $3.7 Million
Q4 2022

Feb 15, 2023
SELL
$46.08 - $47.2 $1.41 Million - $1.45 Million
-30,616 Reduced 28.46%
76,961 $3.62 Million
Q3 2022

Nov 16, 2022
SELL
N/A
-4,531 Reduced 4.04%
107,577 $4.96 Million
Q2 2022

Aug 23, 2022
SELL
N/A
-1,820 Reduced 1.6%
112,108 $5.3 Million
Q2 2022

Aug 16, 2022
BUY
N/A
17,213 Added 17.8%
113,928 $5.38 Million
Q1 2022

May 16, 2022
SELL
N/A
-3,817 Reduced 3.8%
96,715 $4.58 Million
Q4 2021

Feb 14, 2022
SELL
N/A
-2,090 Reduced 2.04%
100,532 $4.94 Million
Q3 2021

Nov 16, 2021
BUY
N/A
15,194 Added 17.38%
102,622 $5.07 Million
Q2 2021

Aug 16, 2021
SELL
N/A
-9,458 Reduced 9.76%
87,428 $4.33 Million
Q1 2021

May 17, 2021
SELL
N/A
-1,249 Reduced 1.27%
96,886 $4.8 Million
Q4 2020

Feb 16, 2021
SELL
N/A
-5,327 Reduced 5.15%
98,135 $4.89 Million
Q3 2020

Nov 17, 2020
SELL
N/A
-11,576 Reduced 10.06%
103,462 $5.16 Million
Q2 2020

Aug 14, 2020
SELL
N/A
-125,014 Reduced 52.08%
115,038 $5.73 Million
Q1 2020

May 15, 2020
SELL
N/A
-28,345 Reduced 10.56%
240,052 $11.6 Million
Q4 2019

Feb 14, 2020
BUY
N/A
209,839 Added 358.34%
268,397 $13.2 Million
Q3 2019

Nov 14, 2019
SELL
N/A
-178,710 Reduced 75.32%
58,558 $2.87 Million
Q2 2019

Aug 13, 2019
BUY
N/A
218,268 Added 1148.78%
237,268 $11.6 Million
Q1 2019

May 15, 2019
SELL
N/A
-2,652 Reduced 12.25%
19,000 $921,000
Q4 2018

Feb 13, 2019
SELL
N/A
-7,308 Reduced 25.23%
21,652 $1.04 Million
Q3 2018

Nov 15, 2018
SELL
N/A
-1,641 Reduced 5.36%
28,960 $1.38 Million
Q2 2018

Aug 13, 2018
BUY
N/A
12,810 Added 72.0%
30,601 $1.47 Million
Q1 2018

May 15, 2018
SELL
N/A
-17,813 Reduced 50.03%
17,791 $851,000
Q4 2017

Feb 14, 2018
BUY
N/A
516 Added 1.47%
35,604 $1.71 Million
Q3 2017

Feb 16, 2018
SELL
N/A
-9,539 Reduced 21.37%
35,088 $1.69 Million
Q3 2017

Nov 13, 2017
BUY
N/A
17,696 Added 65.71%
44,627 $2.17 Million
Q2 2017

Nov 13, 2017
BUY
N/A
26,931
26,931 $1.31 Million

Others Institutions Holding SHM

# of Institutions
448
Shares Held
78.5M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR NUVEEN BLOOMBERG SHORT TE

SHM Quotes by TradingView
  • Ticker SHM
  • Sector ETFs
  • Industry ETFs
More about SHM
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