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

Heritage Wealth Management, Inc. /Ca/

$133 Billion
Q1 2025

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 11,948 shares of SHM stock, worth $565,976. This represents 0.43% of its overall portfolio holdings.

Number of Shares

11,948

Previous 10,894 9.68%

Holding current value

$565,976

Previous $516 Million 10.16%

% of portfolio

0.43%

Previous 0.37%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$47.33 - $47.92 $49,885 - $50,507	1,054 Added 9.68%	11,948 $569 Million
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

458

Shares Held

73.9M

Call Options Held

Put Options Held

View Full List

About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
Sector ETFs
Industry ETFs

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