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

Dynasty Wealth Management, LLC

  • $5.8 Trillion
  • Q4 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 18,049 shares of SHM stock, worth $861,117. This represents 0.01% of its overall portfolio holdings.

Number of Shares
18,049
Previous 16,626 8.56%
Holding current value
$861,117
Previous $800 Million 6.86%
% of portfolio
0.01%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$47.26 - $48.18 $67,250 - $68,560
1,423 Added 8.56%
18,049 $855 Million
Q3 2024

Nov 12, 2024
BUY
$47.01 - $48.2 $29,005 - $29,739
617 Added 3.85%
16,626 $800 Million
Q2 2024

Aug 12, 2024
BUY
$46.84 - $47.32 $102,532 - $103,583
2,189 Added 15.84%
16,009 $755 Million
Q1 2024

May 15, 2024
BUY
$47.44 - $47.9 $655,620 - $661,978
13,820 New
13,820 $656 Million

Others Institutions Holding SHM

# of Institutions
441
Shares Held
73.7M
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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