Fulcrum Capital LLC Spdr Nuveen Bloomberg Short Te Transaction History

Fulcrum Capital LLC

$451 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 31, 2019	SELL	$48.76 - $49.06 $243,800 - $245,300	-5,000 Closed	0 $0
Q2 2019 Jul 29, 2019	SELL	N/A	-2,200 Reduced 30.56%	5,000 $245,000
Q1 2019 May 08, 2019	BUY	N/A	7,200 New	7,200 $349,000

Others Institutions Holding SHM

# of Institutions

440

Shares Held

72.7M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

16.2M
Shares

$772 Million
0.07% of portfolio
Envestnet Asset Management Inc

5.88M
Shares

$281 Million
0.09% of portfolio
Morgan Stanley New York, NY

5.62M
Shares

$268 Million
0.02% of portfolio
Goldman Sachs Group Inc New York, NY

4.85M
Shares

$231 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

4.74M
Shares

$226 Million
0.05% of portfolio

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