Cliftonlarsonallen Wealth Advisors, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $4.66 Billion
  • Q2 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 1,504,965 shares of SHM stock, worth $72.2 Million. This represents 1.52% of its overall portfolio holdings.

Number of Shares
1,504,965
Previous 1,394,713 7.9%
Holding current value
$72.2 Million
Previous $66.2 Million 7.34%
% of portfolio
1.52%
Previous 1.51%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 11, 2024
BUY
$46.84 - $47.32 $5.16 Million - $5.22 Million
110,252 Added 7.9%
1,504,965 $71 Million
Q1 2024

May 02, 2024
BUY
$47.44 - $47.9 $65.3 Million - $65.9 Million
1,375,639 Added 7212.12%
1,394,713 $66.2 Million
Q4 2023

Jan 16, 2024
BUY
$46.12 - $47.85 $879,692 - $912,690
19,074 New
19,074 $911,000
Q2 2023

Jul 14, 2023
BUY
$46.54 - $47.72 $8,982 - $9,209
193 Added 1.92%
10,226 $481,000
Q1 2023

Apr 12, 2023
BUY
$46.61 - $47.68 $467,638 - $478,373
10,033 New
10,033 $477,000
Q2 2022

Jul 08, 2022
BUY
N/A
508 Added 1.32%
39,045 $1.85 Million
Q1 2022

Apr 27, 2022
SELL
N/A
-15,747 Reduced 29.01%
38,537 $1.82 Million
Q4 2021

Jan 26, 2022
BUY
N/A
42 Added 0.08%
54,284 $2.67 Million
Q3 2021

Nov 02, 2021
BUY
N/A
54,242 New
54,242 $2.68 Million
Q3 2021

Oct 14, 2021
SELL
N/A
-56,383 Closed
0 $0
Q2 2021

Jul 21, 2021
SELL
N/A
-4,659 Reduced 7.63%
56,383 $2.79 Million
Q1 2021

May 24, 2021
BUY
N/A
7,898 Added 14.86%
61,042 $3.03 Million
Q4 2020

Jan 14, 2021
SELL
N/A
-1,330 Reduced 2.44%
53,144 $2.65 Million
Q3 2020

Oct 13, 2020
SELL
N/A
-12,252 Reduced 18.36%
54,474 $2.72 Million
Q2 2020

Jul 16, 2020
SELL
N/A
-20,387 Reduced 23.4%
66,726 $3.33 Million
Q4 2019

Jan 29, 2020
SELL
N/A
-16,726 Reduced 16.11%
87,113 $4.28 Million
Q3 2019

Oct 07, 2019
BUY
N/A
13,561 Added 15.02%
103,839 $5.09 Million
Q2 2019

Jul 17, 2019
BUY
N/A
30,719 Added 51.58%
90,278 $4.42 Million
Q1 2019

Apr 09, 2019
SELL
N/A
-14,000 Reduced 19.03%
59,559 $2.89 Million
Q4 2018

Jan 22, 2019
BUY
N/A
635 Added 0.87%
73,559 $3.54 Million
Q3 2018

Nov 05, 2018
SELL
N/A
-7,802 Reduced 9.66%
72,924 $3.48 Million
Q2 2018

Jul 23, 2018
SELL
N/A
-31,978 Reduced 28.37%
80,726 $3.87 Million
Q1 2018

Apr 26, 2018
SELL
N/A
-26,087 Reduced 18.8%
112,704 $5.39 Million
Q4 2017

Jan 31, 2018
BUY
N/A
85,259 Added 159.27%
138,791 $6.65 Million
Q3 2017

Nov 06, 2017
BUY
N/A
53,532
53,532 $2.6 Million

Others Institutions Holding SHM

# of Institutions
460
Shares Held
78.6M
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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