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

Kingsview Wealth Management, LLC

$3.97 Billion
Q2 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 4,671 shares of SHM stock, worth $223,040. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,671

Previous 4,671 -0.0%

Holding current value

$223,040

Previous $221,000 0.45%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 08, 2024	SELL	$46.12 - $47.85 $39,248 - $40,720	-851 Reduced 15.41%	4,671 $223,000
Q3 2023 Nov 07, 2023	SELL	$46.19 - $47.22 $103,696 - $106,008	-2,245 Reduced 28.9%	5,522 $255,000
Q1 2023 May 15, 2023	SELL	$46.61 - $47.68 $86,554 - $88,541	-1,857 Reduced 19.3%	7,767 $369,000
Q4 2022 Feb 13, 2023	SELL	$45.97 - $47.2 $349,647 - $359,003	-7,606 Reduced 44.14%	9,624 $452,000
Q3 2022 Nov 14, 2022	SELL	$46.05 - $47.82 $11,052 - $11,476	-240 Reduced 1.37%	17,230 $794,000
Q2 2022 Aug 16, 2022	BUY	$46.52 - $47.45 $107,926 - $110,084	2,320 Added 15.31%	17,470 $826,000
Q1 2022 Feb 08, 2024	BUY	$47.3 - $49.17 $517,887 - $538,362	10,949 Added 234.4%	15,620 $0
Q2 2021 Aug 17, 2021	BUY	$49.5 - $49.73 $749,925 - $753,409	15,150 New	15,150 $750,000

Others Institutions Holding SHM

# of Institutions

448

Shares Held

78.2M

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