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

Grey Fox Wealth Advisors, LLC

  • $375 Billion
  • Q1 2025

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 39,558 shares of SHM stock, worth $1.87 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
39,558
Previous 35,988 9.92%
Holding current value
$1.87 Million
Previous $1.71 Billion 10.41%
% of portfolio
0.5%
Previous 0.47%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$47.33 - $47.92 $168,968 - $171,074
3,570 Added 9.92%
39,558 $1.88 Billion
Q4 2024

Feb 11, 2025
SELL
$47.26 - $48.18 $28,497 - $29,052
-603 Reduced 1.65%
35,988 $1.71 Billion
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
457
Shares Held
74M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR NUVEEN BLOOMBERG SHORT TE

SHM Quotes by TradingView
  • Ticker SHM
  • Sector ETFs
  • Industry ETFs
More about SHM
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