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

Ever Source Wealth Advisors, LLC

  • $1.65 Billion
  • Q4 2024

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 3,947 shares of SHM stock, worth $187,640. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,947
Previous 3,935 0.3%
Holding current value
$187,640
Previous $189,000 1.06%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
453
Shares Held
73.6M
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
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