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

Heritage Wealth Management, Inc. /Ca/

  • $139 Billion
  • Q4 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 10,894 shares of SHM stock, worth $522,040. This represents 0.37% of its overall portfolio holdings.

Number of Shares
10,894
Previous 8,849 23.11%
Holding current value
$522,040
Previous $426 Million 21.19%
% of portfolio
0.37%
Previous 0.3%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$47.26 - $48.18 $96,646 - $98,528
2,045 Added 23.11%
10,894 $516 Million
Q3 2024

Oct 18, 2024
BUY
$47.01 - $48.2 $22,094 - $22,654
470 Added 5.61%
8,849 $426 Million
Q2 2024

Jul 25, 2024
BUY
$46.84 - $47.32 $2,388 - $2,413
51 Added 0.61%
8,379 $395 Million
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
451
Shares Held
73.7M
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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