Erts Wealth Advisors, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Erts Wealth Advisors, LLC

  • $514 Million
  • Q1 2025

A detailed history of Erts Wealth Advisors, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 5,635 shares of SHM stock, worth $266,929. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,635
Previous 6,020 6.4%
Holding current value
$266,929
Previous $285,000 5.96%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Apr 22, 2025
SELL
$47.33 - $47.92 $18,222 - $18,449
-385 Reduced 6.4%
5,635 $268,000
Q2 2024

Jul 18, 2024
SELL
$46.84 - $47.32 $54,381 - $54,938
-1,161 Reduced 16.17%
6,020 $284,000
Q1 2024

Apr 23, 2024
SELL
$47.44 - $47.9 $136,295 - $137,616
-2,873 Reduced 28.58%
7,181 $340,000
Q4 2023

Jan 23, 2024
SELL
$46.12 - $47.85 $180,329 - $187,093
-3,910 Reduced 28.0%
10,054 $480,000
Q3 2023

Oct 16, 2023
SELL
$46.19 - $47.22 $4,572 - $4,674
-99 Reduced 0.7%
13,964 $645,000
Q2 2023

Jul 17, 2023
SELL
$46.54 - $47.72 $78,140 - $80,121
-1,679 Reduced 10.67%
14,063 $661,000
Q1 2023

Apr 18, 2023
SELL
$46.61 - $47.68 $1.64 Million - $1.68 Million
-35,245 Reduced 69.13%
15,742 $748,000
Q4 2022

Jan 27, 2023
BUY
$45.97 - $47.2 $211,783 - $217,450
4,607 Added 9.93%
50,987 $2.4 Million
Q3 2022

Nov 08, 2022
SELL
$46.05 - $47.82 $774,514 - $804,284
-16,819 Reduced 26.61%
46,380 $2.14 Million
Q2 2022

Aug 08, 2022
SELL
$46.52 - $47.45 $76,292 - $77,818
-1,640 Reduced 2.53%
63,199 $0
Q1 2022

May 11, 2022
BUY
$47.3 - $49.17 $3.07 Million - $3.19 Million
64,839 New
64,839 $3.07 Million

Others Institutions Holding SHM

# of Institutions
458
Shares Held
73.9M
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 Erts Wealth Advisors, LLC Portfolio

Follow Erts Wealth Advisors, LLC 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 Erts Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Erts Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email