Laurel Wealth Planning LLC Spdr Nuveen Bloomberg Short Te Transaction History

Laurel Wealth Planning LLC

$153 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 25, 2024	SELL	$46.84 - $47.32 $673,512 - $680,414	-14,379 Reduced 69.82%	6,214 $293,000
Q1 2024 Apr 22, 2024	SELL	$47.44 - $47.9 $175,765 - $177,469	-3,705 Reduced 15.25%	20,593 $977,000
Q4 2023 Feb 09, 2024	SELL	$46.12 - $47.85 $27,856 - $28,901	-604 Reduced 2.43%	24,298 $1.16 Million
Q3 2023 Oct 27, 2023	SELL	$46.19 - $47.22 $21,478 - $21,957	-465 Reduced 1.83%	24,902 $1.15 Million
Q2 2023 Jul 19, 2023	BUY	$46.54 - $47.72 $38,535 - $39,512	828 Added 3.37%	25,367 $1.19 Million
Q1 2023 Apr 18, 2023	BUY	$46.61 - $47.68 $79,237 - $81,056	1,700 Added 7.44%	24,539 $1.17 Million
Q4 2022 Feb 01, 2023	BUY	$45.97 - $47.2 $12,871 - $13,216	280 Added 1.24%	22,839 $1.07 Million
Q3 2022 Nov 02, 2022	SELL	$46.05 - $47.82 $162,049 - $168,278	-3,519 Reduced 13.49%	22,559 $1.04 Million
Q2 2022 Aug 09, 2022	BUY	$46.52 - $47.45 $576,848 - $588,380	12,400 Added 90.66%	26,078 $1.23 Million
Q1 2022 Apr 28, 2022	BUY	$47.3 - $49.17 $439,842 - $457,231	9,299 Added 212.35%	13,678 $647,000
Q4 2021 Feb 01, 2022	BUY	$49.16 - $49.38 $148,512 - $149,176	3,021 Added 222.46%	4,379 $215,000
Q3 2021 Nov 12, 2021	BUY	$49.4 - $49.69 $67,085 - $67,479	1,358 New	1,358 $67,000

Others Institutions Holding SHM

# of Institutions

449

Shares Held

78.6M

Call Options Held

0

Put Options Held

0

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