Dynasty Wealth Management, LLC Spdr Nuveen Bloomberg Short Te Transaction History
Dynasty Wealth Management, LLC
- $3.39 Trillion
- Q2 2024
A detailed history of Dynasty Wealth Management, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 16,009 shares of SHM stock, worth $762,348. This represents 0.02% of its overall portfolio holdings.
Number of Shares
16,009
Previous 13,820
15.84%
Holding current value
$762,348
Previous $656 Million
15.23%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SHM
# of Institutions
448Shares Held
78.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC15.9MShares$756 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.46MShares$403 Million0.1% of portfolio
-
Envestnet Asset Management Inc6.05MShares$288 Million0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY5.78MShares$275 Million0.05% of portfolio
-
Morgan Stanley New York, NY5.58MShares$265 Million0.02% of portfolio