Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Spdr Nuveen Bloomberg Short Te Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $4.37 Billion
- Q2 2025
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 139,738 shares of SHM stock, worth $6.72 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
139,738
Previous 136,266
2.55%
Holding current value
$6.72 Million
Previous $6.49 Million
3.04%
% of portfolio
0.15%
Previous 0.17%
Shares
34 transactions
Others Institutions Holding SHM
# of Institutions
458Shares Held
70.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC18.5MShares$890 Million0.07% of portfolio
-
Goldman Sachs Group Inc New York, NY5.08MShares$244 Million0.04% of portfolio
-
Envestnet Asset Management Inc4.91MShares$236 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA4.2MShares$202 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO2.61MShares$126 Million0.1% of portfolio