Curi Wealth Management, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Curi Wealth Management, LLC

$0
Q1 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 08, 2022	BUY	$46.05 - $47.82 $30,669 - $31,848	666 Added 15.02%	5,099 $235,000
Q2 2022 Aug 08, 2022	SELL	$46.52 - $47.45 $69,547 - $70,937	-1,495 Reduced 25.22%	4,433 $210,000
Q1 2022 May 06, 2022	BUY	$47.3 - $49.17 $62,767 - $65,248	1,327 Added 28.84%	5,928 $280,000
Q4 2021 Feb 09, 2022	SELL	$49.16 - $49.38 $115,231 - $115,746	-2,344 Reduced 33.75%	4,601 $226,000
Q3 2021 Oct 19, 2021	BUY	$49.4 - $49.69 $40,409 - $40,646	818 Added 13.35%	6,945 $343,000
Q2 2021 Jul 23, 2021	SELL	$49.5 - $49.73 $1,386 - $1,392	-28 Reduced 0.45%	6,127 $303,000
Q1 2021 Apr 29, 2021	BUY	$49.43 - $49.87 $44,981 - $45,381	910 Added 17.35%	6,155 $305,000
Q4 2020 Mar 19, 2021	BUY	$49.66 - $49.86 $260,466 - $261,515	5,245 New	5,245 $261,000

Others Institutions Holding SHM

# of Institutions

442

Shares Held

72.8M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

16.2M
Shares

$775 Million
0.07% of portfolio
Envestnet Asset Management Inc

5.88M
Shares

$282 Million
0.09% of portfolio
Morgan Stanley New York, NY

5.62M
Shares

$269 Million
0.02% of portfolio
Goldman Sachs Group Inc New York, NY

4.85M
Shares

$232 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

4.74M
Shares

$227 Million
0.05% of portfolio

About SPDR NUVEEN BLOOMBERG SHORT TE

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