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

Keebeck Wealth Management, LLC

  • $725 Million
  • Q2 2025

A detailed history of Keebeck Wealth Management, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Keebeck Wealth Management, LLC holds 4,922 shares of SHM stock, worth $236,698. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,922
Holding current value
$236,698
% of portfolio
0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$47.02 - $47.83 $231,432 - $235,419
4,922 New
4,922 $235,000
Q2 2024

Aug 14, 2024
SELL
$46.84 - $47.32 $130,964 - $132,306
-2,796 Reduced 33.05%
5,664 $267,000
Q1 2024

May 14, 2024
SELL
$47.44 - $47.9 $46,586 - $47,037
-982 Reduced 10.4%
8,460 $401,000
Q4 2023

Feb 14, 2024
SELL
$46.12 - $47.85 $824,118 - $855,031
-17,869 Reduced 65.43%
9,442 $451,000
Q3 2023

Nov 14, 2023
BUY
$46.19 - $47.22 $128,362 - $131,224
2,779 Added 11.33%
27,311 $1.26 Million
Q2 2023

Aug 14, 2023
BUY
$46.54 - $47.72 $268,861 - $275,678
5,777 Added 30.8%
24,532 $1.15 Million
Q1 2023

May 15, 2023
BUY
$46.61 - $47.68 $89,164 - $91,211
1,913 Added 11.36%
18,755 $891,000
Q4 2022

Feb 14, 2023
SELL
$45.97 - $47.2 $986,608 - $1.01 Million
-21,462 Reduced 56.03%
16,842 $791,000
Q3 2022

Nov 14, 2022
BUY
$46.05 - $47.82 $452,349 - $469,735
9,823 Added 34.49%
38,304 $1.77 Million
Q2 2022

Aug 15, 2022
BUY
$46.52 - $47.45 $933,330 - $951,989
20,063 Added 238.33%
28,481 $1.35 Million
Q1 2022

May 16, 2022
BUY
$47.3 - $49.17 $398,171 - $413,913
8,418 New
8,418 $398,000

Others Institutions Holding SHM

# of Institutions
448
Shares Held
69.4M
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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