Dakota Wealth Management Spdr Nuveen Bloomberg Short Te Transaction History

Dakota Wealth Management

$4.18 Billion
Q2 2024

A detailed history of Dakota Wealth Management transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Dakota Wealth Management holds 41,159 shares of SHM stock, worth $1.98 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

41,159

Previous 39,359 4.57%

Holding current value

$1.98 Million

Previous $1.87 Million 4.02%

% of portfolio

0.05%

Previous 0.05%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	BUY	$46.84 - $47.32 $84,312 - $85,176	1,800 Added 4.57%	41,159 $1.94 Million
Q1 2024 Apr 24, 2024	BUY	$47.44 - $47.9 $929,824 - $938,840	19,600 Added 99.2%	39,359 $1.87 Million
Q3 2023 Oct 23, 2023	BUY	$46.19 - $47.22 $635,297 - $649,463	13,754 Added 229.04%	19,759 $913,000
Q2 2023 Jul 31, 2023	BUY	$46.54 - $47.72 $32,578 - $33,404	700 Added 13.2%	6,005 $282,000
Q1 2023 Apr 14, 2023	BUY	$46.61 - $47.68 $23,305 - $23,840	500 Added 10.41%	5,305 $252,000
Q4 2022 Feb 07, 2023	SELL	$45.97 - $47.2 $2.58 Million - $2.65 Million	-56,060 Reduced 92.11%	4,805 $225,000
Q3 2022 Nov 10, 2022	BUY	$46.05 - $47.82 $8,519 - $8,846	185 Added 0.3%	60,865 $2.81 Million
Q2 2022 Aug 05, 2022	BUY	$46.52 - $47.45 $97,924 - $99,882	2,105 Added 3.59%	60,680 $2.87 Million
Q1 2022 May 13, 2022	BUY	$47.3 - $49.17 $9,460 - $9,834	200 Added 0.34%	58,575 $2.77 Million
Q4 2021 Feb 10, 2022	SELL	$49.16 - $49.38 $142,367 - $143,004	-2,896 Reduced 4.73%	58,375 $2.87 Million
Q3 2021 Nov 15, 2021	BUY	$49.4 - $49.69 $39,520 - $39,752	800 Added 1.32%	61,271 $3.03 Million
Q2 2021 Aug 02, 2021	SELL	$49.5 - $49.73 $74,002 - $74,346	-1,495 Reduced 2.41%	60,471 $3 Million
Q1 2021 May 10, 2021	BUY	$49.43 - $49.87 $819,104 - $826,395	16,571 Added 36.5%	61,966 $3.07 Million
Q4 2020 Feb 12, 2021	SELL	$49.66 - $49.86 $2.94 Million - $2.96 Million	-59,300 Reduced 56.64%	45,395 $2.26 Million
Q3 2020 Nov 04, 2020	BUY	$49.76 - $50.06 $3.86 Million - $3.88 Million	77,475 Added 284.63%	104,695 $5.22 Million
Q2 2020 Aug 07, 2020	BUY	$48.24 - $49.96 $532,810 - $551,808	11,045 Added 68.28%	27,220 $1.36 Million
Q1 2020 Apr 29, 2020	SELL	$43.92 - $49.69 $74,707 - $84,522	-1,701 Reduced 9.52%	16,175 $791,000
Q4 2019 Feb 06, 2020	SELL	$48.87 - $49.12 $586 - $589	-12 Reduced 0.07%	17,876 $878,000
Q3 2019 Nov 14, 2019	BUY	$48.76 - $49.06 $158,616 - $159,592	3,253 Added 22.23%	17,888 $876,000
Q2 2019 Aug 07, 2019	BUY	N/A	3,642 Added 33.13%	14,635 $717,000
Q1 2019 Apr 18, 2019	SELL	N/A	-6,378 Reduced 36.72%	10,993 $151,000
Q4 2018 Jan 22, 2019	BUY	N/A	762 Added 4.59%	17,371 $832,000
Q3 2018 Nov 07, 2018	SELL	N/A	-10,337 Reduced 38.36%	16,609 $792,000
Q2 2018 Aug 09, 2018	BUY	N/A	5,644 Added 26.5%	26,946 $1.29 Million
Q1 2018 Apr 10, 2018	BUY	N/A	21,302 New	21,302 $1.02 Million

Others Institutions Holding SHM

# of Institutions

460

Shares Held

78.6M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
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Dakota Wealth Management Spdr Nuveen Bloomberg Short Te Transaction History