High Note Wealth, LLC Spdr Nuveen Bloomberg Short Te Transaction History

High Note Wealth, LLC

$392 Million
Q1 2025

A detailed history of High Note Wealth, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, High Note Wealth, LLC holds 122 shares of SHM stock, worth $5,777. This represents 0.0% of its overall portfolio holdings.

Number of Shares

122

Previous 222 45.05%

Holding current value

$5,777

Previous $10,000 50.0%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$47.33 - $47.92 $4,733 - $4,792	-100 Reduced 45.05%	122 $5,000
Q4 2024 Apr 01, 2025	BUY	$47.26 - $48.18 $10,491 - $10,695	222 New	222 $10,000
Q1 2022 May 12, 2022	SELL	$47.3 - $49.17 $226,235 - $235,180	-4,783 Closed	0 $0
Q4 2021 Jan 31, 2022	SELL	$49.16 - $49.38 $14,747 - $14,814	-300 Reduced 5.9%	4,783 $235,000
Q3 2021 Oct 28, 2021	SELL	$49.4 - $49.69 $4,940 - $4,969	-100 Reduced 1.93%	5,083 $236,000
Q2 2021 Aug 04, 2021	SELL	$49.5 - $49.73 $15,444 - $15,515	-312 Reduced 5.68%	5,183 $264,000
Q1 2021 May 04, 2021	BUY	$49.43 - $49.87 $6,920 - $6,981	140 Added 2.61%	5,495 $272,000
Q4 2020 Feb 01, 2021	BUY	$49.66 - $49.86 $265,929 - $267,000	5,355 New	5,355 $266,000

Others Institutions Holding SHM

# of Institutions

461

Shares Held

71.1M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
Sector ETFs
Industry ETFs

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High Note Wealth, LLC Spdr Nuveen Bloomberg Short Te Transaction History