Fundamentun, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Fundamentun, LLC

$1.34 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 06, 2019	SELL	N/A	-4,381 Closed	0 $0
Q1 2019 May 07, 2019	BUY	N/A	4,381 New	4,381 $212,000

Others Institutions Holding SHM

# of Institutions

436

Shares Held

73M

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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