Grey Fox Wealth Advisors, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Grey Fox Wealth Advisors, LLC

$359 Billion
Q3 2024

A detailed history of Grey Fox Wealth Advisors, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Grey Fox Wealth Advisors, LLC holds 36,591 shares of SHM stock, worth $1.75 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

36,591

Previous 38,296 4.45%

Holding current value

$1.75 Million

Previous $1.81 Billion 2.53%

% of portfolio

0.49%

Previous 0.64%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	SELL	$47.01 - $48.2 $80,152 - $82,181	-1,705 Reduced 4.45%	36,591 $1.76 Billion
Q2 2024 Jul 30, 2024	BUY	$46.84 - $47.32 $239,165 - $241,615	5,106 Added 15.38%	38,296 $1.81 Billion
Q1 2024 Apr 11, 2024	SELL	$47.44 - $47.9 $616 - $622	-13 Reduced 0.04%	33,190 $1.57 Billion
Q4 2023 Jan 17, 2024	SELL	$46.12 - $47.85 $343,640 - $356,530	-7,451 Reduced 18.33%	33,203 $1.59 Billion
Q3 2023 Oct 24, 2023	BUY	$46.19 - $47.22 $1.88 Million - $1.92 Million	40,654 New	40,654 $1.88 Billion
Q1 2023 May 09, 2023	SELL	$46.61 - $47.68 $30,110 - $30,801	-646 Reduced 30.16%	1,496 $71.1 Million
Q4 2022 Feb 14, 2023	BUY	$45.97 - $47.2 $98,467 - $101,102	2,142 New	2,142 $101 Million

Others Institutions Holding SHM

# of Institutions

440

Shares Held

72.7M

Call Options Held

Put Options Held

View Full List

About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
Sector ETFs
Industry ETFs

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Grey Fox Wealth Advisors, LLC Spdr Nuveen Bloomberg Short Te Transaction History