Hb Wealth Management, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Hb Wealth Management, LLC

$9.29 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 15, 2022	SELL	$46.52 - $47.45 $552,611 - $563,658	-11,879 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$47.3 - $49.17 $561,876 - $584,090	11,879 New	11,879 $562,000

Others Institutions Holding SHM

# of Institutions

448

Shares Held

78.2M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

15.9M
Shares

$759 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

8.46M
Shares

$404 Million
0.1% of portfolio
Envestnet Asset Management Inc

5.88M
Shares

$281 Million
0.09% of portfolio
Goldman Sachs Group Inc New York, NY

5.78M
Shares

$276 Million
0.05% of portfolio
Morgan Stanley New York, NY

5.58M
Shares

$266 Million
0.02% of portfolio

About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hb Wealth Management, LLC with notifications on news.