Kovitz Investment Group Partners, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Kovitz Investment Group Partners, LLC

  • $15 Billion
  • Q3 2024

A detailed history of Kovitz Investment Group Partners, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 20,345 shares of SHM stock, worth $970,659. This represents 0.01% of its overall portfolio holdings.

Number of Shares
20,345
Previous 33,096 38.53%
Holding current value
$970,659
Previous $1.56 Million 37.28%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$47.01 - $48.2 $599,424 - $614,598
-12,751 Reduced 38.53%
20,345 $979,000
Q2 2024

Aug 14, 2024
BUY
$46.84 - $47.32 $4,356 - $4,400
93 Added 0.28%
33,096 $1.56 Million
Q1 2024

May 14, 2024
BUY
$47.44 - $47.9 $1.57 Million - $1.58 Million
33,003 New
33,003 $1.57 Million

Others Institutions Holding SHM

# of Institutions
444
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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