First Heartland Consultants, Inc. Spdr Nuveen Bloomberg Short Te Transaction History

First Heartland Consultants, Inc.

$930 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 16, 2021	SELL	$49.5 - $49.73 $247,401 - $248,550	-4,998 Closed	0 $0
Q1 2021 May 17, 2021	SELL	$49.43 - $49.87 $27,285 - $27,528	-552 Reduced 9.95%	4,998 $248,000
Q4 2020 Jan 29, 2021	SELL	$49.66 - $49.86 $2,036 - $2,044	-41 Reduced 0.73%	5,550 $276,000
Q3 2020 Oct 21, 2020	BUY	$49.76 - $50.06 $52,795 - $53,113	1,061 Added 23.42%	5,591 $279,000
Q2 2020 Jul 16, 2020	SELL	$48.24 - $49.96 $90,546 - $93,774	-1,877 Reduced 29.3%	4,530 $226,000
Q1 2020 May 14, 2020	BUY	$43.92 - $49.69 $281,395 - $318,363	6,407 New	6,407 $313,000
Q4 2018 Feb 12, 2019	SELL	N/A	-6,340 Closed	0 $0
Q3 2018 Nov 16, 2018	BUY	N/A	17 Added 0.27%	6,340 $302,000
Q2 2018 Aug 09, 2018	BUY	N/A	15 Added 0.24%	6,323 $303,000
Q1 2018 May 15, 2018	BUY	N/A	1,010 Added 19.06%	6,308 $302,000
Q4 2017 Feb 26, 2018	BUY	N/A	5,298	5,298 $254,000

Others Institutions Holding SHM

# of Institutions

442

Shares Held

72.8M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

16.2M
Shares

$768 Million
0.07% of portfolio
Envestnet Asset Management Inc

5.88M
Shares

$279 Million
0.09% of portfolio
Morgan Stanley New York, NY

5.62M
Shares

$267 Million
0.02% of portfolio
Goldman Sachs Group Inc New York, NY

4.85M
Shares

$230 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

4.74M
Shares

$225 Million
0.05% of portfolio

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