Kestra Private Wealth Services, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Kestra Private Wealth Services, LLC

  • $5.67 Billion
  • Q4 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 25,855 shares of SHM stock, worth $1.23 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
25,855
Previous 43,722 40.87%
Holding current value
$1.23 Million
Previous $2.1 Million 41.78%
% of portfolio
0.02%
Previous 0.04%

Shares

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

Jan 28, 2025
SELL
$47.26 - $48.18 $844,394 - $860,832
-17,867 Reduced 40.87%
25,855 $1.23 Million
Q3 2024

Nov 13, 2024
SELL
$47.01 - $48.2 $628,664 - $644,578
-13,373 Reduced 23.42%
43,722 $2.1 Million
Q2 2024

Aug 12, 2024
SELL
$46.84 - $47.32 $27,307 - $27,587
-583 Reduced 1.01%
57,095 $2.69 Million
Q1 2024

May 02, 2024
BUY
$47.44 - $47.9 $520,037 - $525,079
10,962 Added 23.47%
57,678 $2.74 Million
Q4 2023

Feb 05, 2024
BUY
$46.12 - $47.85 $1.72 Million - $1.78 Million
37,278 Added 394.98%
46,716 $2.23 Million
Q3 2023

Nov 07, 2023
SELL
$46.19 - $47.22 $107,992 - $110,400
-2,338 Reduced 19.85%
9,438 $436,000
Q2 2023

Aug 08, 2023
BUY
$46.54 - $47.72 $98,245 - $100,736
2,111 Added 21.84%
11,776 $554,000
Q1 2023

May 12, 2023
SELL
$46.61 - $47.68 $33,372 - $34,138
-716 Reduced 6.9%
9,665 $459,000
Q4 2022

Jan 31, 2023
BUY
$45.97 - $47.2 $269,154 - $276,356
5,855 Added 129.36%
10,381 $487,000
Q3 2022

Nov 14, 2022
SELL
$46.05 - $47.82 $47,201 - $49,015
-1,025 Reduced 18.47%
4,526 $209,000
Q2 2022

Aug 12, 2022
SELL
$46.52 - $47.45 $96,668 - $98,601
-2,078 Reduced 27.24%
5,551 $262,000
Q1 2022

May 26, 2022
SELL
$47.3 - $49.17 $1.03 Million - $1.07 Million
-21,697 Reduced 73.99%
7,629 $0
Q4 2021

Jan 21, 2022
BUY
$49.16 - $49.38 $1.16 Million - $1.16 Million
23,578 Added 410.19%
29,326 $0
Q3 2021

Oct 21, 2021
BUY
$49.4 - $49.69 $283,951 - $285,618
5,748 New
5,748 $0

Others Institutions Holding SHM

# of Institutions
441
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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