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

Cliftonlarsonallen Wealth Advisors, LLC

$5.35 Billion
Q1 2025

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 1,508,867 shares of SHM stock, worth $71.8 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares

1,508,867

Previous 1,716,126 12.08%

Holding current value

$71.8 Million

Previous $81.3 Million 11.8%

% of portfolio

1.34%

Previous 1.58%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$47.33 - $47.92 $9.81 Million - $9.93 Million	-207,259 Reduced 12.08%	1,508,867 $71.7 Million
Q4 2024 Jan 14, 2025	BUY	$47.26 - $48.18 $5.57 Million - $5.67 Million	117,775 Added 7.37%	1,716,126 $81.3 Million
Q3 2024 Oct 11, 2024	BUY	$47.01 - $48.2 $4.39 Million - $4.5 Million	93,386 Added 6.21%	1,598,351 $76.9 Million
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	$46.52 - $47.45 $23,632 - $24,104	508 Added 1.32%	39,045 $1.85 Million
Q1 2022 Apr 27, 2022	SELL	$47.3 - $49.17 $744,833 - $774,279	-15,747 Reduced 29.01%	38,537 $1.82 Million
Q4 2021 Jan 26, 2022	BUY	$49.16 - $49.38 $2,064 - $2,073	42 Added 0.08%	54,284 $2.67 Million
Q3 2021 Nov 02, 2021	BUY	$49.4 - $49.69 $2.68 Million - $2.7 Million	54,242 New	54,242 $2.68 Million
Q3 2021 Oct 14, 2021	SELL	$49.4 - $49.69 $2.79 Million - $2.8 Million	-56,383 Closed	0 $0
Q2 2021 Jul 21, 2021	SELL	$49.5 - $49.73 $230,620 - $231,692	-4,659 Reduced 7.63%	56,383 $2.79 Million
Q1 2021 May 24, 2021	BUY	$49.43 - $49.87 $390,398 - $393,873	7,898 Added 14.86%	61,042 $3.03 Million
Q4 2020 Jan 14, 2021	SELL	$49.66 - $49.86 $66,047 - $66,313	-1,330 Reduced 2.44%	53,144 $2.65 Million
Q3 2020 Oct 13, 2020	SELL	$49.76 - $50.06 $609,659 - $613,335	-12,252 Reduced 18.36%	54,474 $2.72 Million
Q2 2020 Jul 16, 2020	SELL	$48.24 - $49.96 $983,468 - $1.02 Million	-20,387 Reduced 23.4%	66,726 $3.33 Million
Q4 2019 Jan 29, 2020	SELL	$48.87 - $49.12 $817,399 - $821,581	-16,726 Reduced 16.11%	87,113 $4.28 Million
Q3 2019 Oct 07, 2019	BUY	$48.76 - $49.06 $661,234 - $665,302	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

462

Shares Held

71.1M

Call Options Held

Put Options Held

View Full List

About SPDR NUVEEN BLOOMBERG SHORT TE

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