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 $860,937. This represents 0.01% of its overall portfolio holdings.
Number of Shares
18,049
Previous 16,626
8.56%
Holding current value
$860,937
Previous $800 Million
6.86%
% of portfolio
0.01%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding SHM
# of Institutions
448Shares Held
76.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC19.2MShares$915 Million0.08% of portfolio
-
Envestnet Asset Management Inc5.87MShares$280 Million0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA4.82MShares$230 Million0.05% of portfolio
-
Goldman Sachs Group Inc New York, NY4.76MShares$227 Million0.04% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.6MShares$124 Million0.3% of portfolio