Legacy Financial Advisors, Inc. Spdr Nuveen Bloomberg Short Te Transaction History

Legacy Financial Advisors, Inc.

$515 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 06, 2024	BUY	$46.12 - $47.85 $1.38 Million - $1.44 Million	30,019 New	30,019 $1.43 Million

Others Institutions Holding SHM

# of Institutions

442

Shares Held

72.8M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

16.2M
Shares

$768 Million
0.07% of portfolio
Envestnet Asset Management Inc

5.88M
Shares

$279 Million
0.09% of portfolio
Morgan Stanley New York, NY

5.62M
Shares

$267 Million
0.02% of portfolio
Goldman Sachs Group Inc New York, NY

4.85M
Shares

$230 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

4.74M
Shares

$225 Million
0.05% of portfolio

About SPDR NUVEEN BLOOMBERG SHORT TE

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