Jfg Wealth Management, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Jfg Wealth Management, LLC

$435 Million
Q4 2024

A detailed history of Jfg Wealth Management, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Jfg Wealth Management, LLC holds 11,470 shares of SHM stock, worth $547,233. This represents 0.12% of its overall portfolio holdings.

Number of Shares

11,470

Previous 7,831 46.47%

Holding current value

$547,233

Previous $376,000 44.41%

% of portfolio

0.12%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$47.26 - $48.18 $171,979 - $175,327	3,639 Added 46.47%	11,470 $543,000
Q2 2024 Aug 01, 2024	SELL	$46.84 - $47.32 $1.93 Million - $1.95 Million	-41,182 Reduced 84.02%	7,831 $369,000
Q1 2024 May 10, 2024	SELL	$47.44 - $47.9 $320,552 - $323,660	-6,757 Reduced 12.12%	49,013 $2.33 Million
Q4 2023 Feb 06, 2024	BUY	$46.12 - $47.85 $2.22 Million - $2.31 Million	48,214 Added 638.09%	55,770 $2.67 Million
Q3 2023 Nov 07, 2023	SELL	$46.19 - $47.22 $12,794 - $13,079	-277 Reduced 3.54%	7,556 $349,000
Q1 2023 May 09, 2023	SELL	$46.61 - $47.68 $11,559 - $11,824	-248 Reduced 3.07%	7,833 $372,000
Q4 2022 Feb 01, 2023	SELL	$45.97 - $47.2 $317,836 - $326,340	-6,914 Reduced 46.11%	8,081 $379,000
Q3 2022 Nov 10, 2022	BUY	$46.05 - $47.82 $690,519 - $717,060	14,995 New	14,995 $691,000

Others Institutions Holding SHM

# of Institutions

444

Shares Held

73.7M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
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Jfg Wealth Management, LLC Spdr Nuveen Bloomberg Short Te Transaction History