Heritage Wealth Management, Inc. /Ca/ Spdr Nuveen Bloomberg Short Te Transaction History

Heritage Wealth Management, Inc. /Ca/

  • $132 Billion
  • Q1 2024

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 8,328 shares of SHM stock, worth $391,915. This represents 0.3% of its overall portfolio holdings.

Number of Shares
8,328
Previous 7,951 4.74%
Holding current value
$391,915
Previous $380 Million 3.97%
% of portfolio
0.3%
Previous 0.3%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024
BUY
$47.44 - $47.9 $17,884 - $18,058
377 Added 4.74%
8,328 $395 Million
Q4 2023

Feb 14, 2024
BUY
$46.12 - $47.85 $366,700 - $380,455
7,951 New
7,951 $380 Million

Others Institutions Holding SHM

# of Institutions
455
Shares Held
78.2M
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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