Dynasty Wealth Management, LLC Spdr Nuveen Bloomberg Short Te Transaction History
Dynasty Wealth Management, LLC
- $3.31 Trillion
- Q3 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 16,626 shares of SHM stock, worth $788,571. This represents 0.02% of its overall portfolio holdings.
Number of Shares
16,626
Previous 16,009
3.85%
Holding current value
$788,571
Previous $755 Million
5.95%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding SHM
# of Institutions
442Shares Held
72.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC16.2MShares$768 Million0.07% of portfolio
-
Envestnet Asset Management Inc5.88MShares$279 Million0.09% of portfolio
-
Morgan Stanley New York, NY5.62MShares$267 Million0.02% of portfolio
-
Goldman Sachs Group Inc New York, NY4.85MShares$230 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA4.74MShares$225 Million0.05% of portfolio