Financial Strategies Group, Inc. Spdr Nuveen Bloomberg Short Te Transaction History

Financial Strategies Group, Inc.

$470 Million
Q3 2024

A detailed history of Financial Strategies Group, Inc. transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Financial Strategies Group, Inc. holds 18,837 shares of SHM stock, worth $891,743. This represents 0.19% of its overall portfolio holdings.

Number of Shares

18,837

Previous 18,953 0.61%

Holding current value

$891,743

Previous $894,000 1.34%

% of portfolio

0.19%

Previous 0.23%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$47.01 - $48.2 $5,453 - $5,591	-116 Reduced 0.61%	18,837 $906,000
Q2 2024 Jul 17, 2024	BUY	$46.84 - $47.32 $13,489 - $13,628	288 Added 1.54%	18,953 $894,000
Q1 2024 Apr 18, 2024	BUY	$47.44 - $47.9 $24,146 - $24,381	509 Added 2.8%	18,665 $885,000
Q4 2023 Jan 30, 2024	SELL	$46.12 - $47.85 $4,658 - $4,832	-101 Reduced 0.55%	18,156 $867,000
Q3 2023 Oct 18, 2023	BUY	$46.19 - $47.22 $163,835 - $167,489	3,547 Added 24.11%	18,257 $844,000
Q2 2023 Jul 13, 2023	SELL	$46.54 - $47.72 $31,879 - $32,688	-685 Reduced 4.45%	14,710 $692,000
Q1 2023 May 02, 2023	BUY	$46.61 - $47.68 $160,058 - $163,733	3,434 Added 28.71%	15,395 $732,000
Q4 2022 Feb 10, 2023	BUY	$45.97 - $47.2 $312,044 - $320,393	6,788 Added 131.22%	11,961 $561,000
Q3 2022 Oct 26, 2022	SELL	$46.05 - $47.82 $5,710 - $5,929	-124 Reduced 2.34%	5,173 $0
Q2 2022 Aug 08, 2022	SELL	$46.52 - $47.45 $236,182 - $240,903	-5,077 Reduced 48.94%	5,297 $250,000
Q1 2022 Apr 29, 2022	BUY	$47.3 - $49.17 $490,690 - $510,089	10,374 New	10,374 $491,000

Others Institutions Holding SHM

# of Institutions

442

Shares Held

72.8M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
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Financial Strategies Group, Inc. Spdr Nuveen Bloomberg Short Te Transaction History