Ever Source Wealth Advisors, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Ever Source Wealth Advisors, LLC

$1.66 Billion
Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 3,954 shares of SHM stock, worth $188,131. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,954

Previous 3,947 0.18%

Holding current value

$188,131

Previous $187,000 0.53%

% of portfolio

0.01%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$47.33 - $47.92 $331 - $335	7 Added 0.18%	3,954 $188,000
Q4 2024 Feb 07, 2025	BUY	$47.26 - $48.18 $567 - $578	12 Added 0.3%	3,947 $187,000
Q2 2024 Aug 13, 2024	BUY	$46.84 - $47.32 $38,408 - $38,802	820 Added 26.32%	3,935 $185,000
Q1 2024 Jun 11, 2024	SELL	$47.44 - $47.9 $171,448 - $173,110	-3,614 Reduced 53.71%	3,115 $147,000
Q4 2023 Feb 09, 2024	SELL	$46.12 - $47.85 $14,297 - $14,833	-310 Reduced 4.4%	6,729 $321,000
Q3 2023 Nov 03, 2023	SELL	$46.19 - $47.22 $18,245 - $18,651	-395 Reduced 5.31%	7,039 $325,000
Q2 2023 Aug 04, 2023	BUY	$46.54 - $47.72 $33,881 - $34,740	728 Added 10.86%	7,434 $349,000
Q1 2023 May 11, 2023	SELL	$46.61 - $47.68 $6,758 - $6,913	-145 Reduced 2.12%	6,706 $318,000
Q4 2022 Feb 09, 2023	SELL	$45.97 - $47.2 $366,013 - $375,806	-7,962 Reduced 53.75%	6,851 $321,000
Q3 2022 Nov 07, 2022	BUY	$46.05 - $47.82 $17,084 - $17,741	371 Added 2.57%	14,813 $683,000
Q2 2022 Aug 01, 2022	SELL	$46.52 - $47.45 $95,831 - $97,747	-2,060 Reduced 12.48%	14,442 $683,000
Q1 2022 May 25, 2022	BUY	$47.3 - $49.17 $96,113 - $99,913	2,032 Added 14.04%	16,502 $781,000
Q4 2021 Feb 07, 2022	BUY	$49.16 - $49.38 $711,345 - $714,528	14,470 New	14,470 $712,000

Others Institutions Holding SHM

# of Institutions

462

Shares Held

71.1M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
Sector ETFs
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Ever Source Wealth Advisors, LLC Spdr Nuveen Bloomberg Short Te Transaction History