Elmwood Wealth Management, Inc. Spdr Nuveen Bloomberg Short Te Transaction History

Elmwood Wealth Management, Inc.

  • $221 Million
  • Q1 2025

A detailed history of Elmwood Wealth Management, Inc. transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 26,213 shares of SHM stock, worth $1.25 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
26,213
Previous 20,193 29.81%
Holding current value
$1.25 Million
Previous $956,000 30.44%
% of portfolio
0.56%
Previous 0.42%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
$47.33 - $47.92 $284,926 - $288,478
6,020 Added 29.81%
26,213 $1.25 Million
Q4 2024

Jan 13, 2025
BUY
$47.26 - $48.18 $315,224 - $321,360
6,670 Added 49.32%
20,193 $956,000
Q3 2024

Oct 11, 2024
BUY
$47.01 - $48.2 $635,716 - $651,808
13,523 New
13,523 $650,000
Q2 2022

Jul 12, 2022
SELL
$46.52 - $47.45 $336,107 - $342,826
-7,225 Closed
0 $0
Q4 2021

Feb 08, 2022
SELL
$49.16 - $49.38 $9,832 - $9,876
-200 Reduced 2.69%
7,225 $355,000
Q2 2021

Aug 13, 2021
SELL
$49.5 - $49.73 $4,950 - $4,973
-100 Reduced 1.33%
7,425 $368,000
Q2 2020

Aug 13, 2020
BUY
$48.24 - $49.96 $247,230 - $256,045
5,125 Added 213.54%
7,525 $375,000
Q1 2020

May 12, 2020
SELL
$43.92 - $49.69 $181,170 - $204,971
-4,125 Reduced 63.22%
2,400 $0
Q3 2019

Nov 13, 2019
BUY
$48.76 - $49.06 $24,380 - $24,530
500 Added 8.3%
6,525 $320,000
Q2 2019

Aug 07, 2019
SELL
N/A
-1,525 Reduced 20.2%
6,025 $295,000
Q4 2018

Feb 14, 2019
BUY
N/A
4,000 Added 112.68%
7,550 $0
Q3 2018

Oct 11, 2018
BUY
N/A
1,150 Added 47.92%
3,550 $169 Million
Q1 2018

May 10, 2018
BUY
N/A
2,400 New
2,400 $115 Million

Others Institutions Holding SHM

# of Institutions
462
Shares Held
71.1M
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
Track This Portfolio

Track Elmwood Wealth Management, Inc. Portfolio

Follow Elmwood Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Elmwood Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Elmwood Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email