Hbk Sorce Advisory LLC Spdr Nuveen Bloomberg Short Te Transaction History

Hbk Sorce Advisory LLC

$2.56 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	BUY	$46.61 - $47.68 $162,202 - $165,926	3,480 New	3,480 $248,000
Q1 2018 May 15, 2018	SELL	N/A	-41,285 Closed	0 $0
Q4 2017 Feb 15, 2018	BUY	N/A	41,285	41,285 $1.98 Million

Others Institutions Holding SHM

# of Institutions

442

Shares Held

72.8M

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

About SPDR NUVEEN BLOOMBERG SHORT TE

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