A detailed history of Lji Wealth Management, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Lji Wealth Management, LLC holds 51,651 shares of SHM stock, worth $2.48 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
51,651
Holding current value
$2.48 Million
% of portfolio
0.54%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$46.84 - $47.32 $2.42 Million - $2.44 Million
51,651 New
51,651 $2.44 Billion
Q4 2023

Feb 13, 2024

SELL
$46.12 - $47.85 $703,929 - $730,334
-15,263 Reduced 21.94%
54,290 $2.59 Billion
Q3 2023

Feb 02, 2024

SELL
$46.19 - $47.22 $271,227 - $277,275
-5,872 Reduced 7.79%
69,553 $3.22 Billion
Q2 2023

Feb 02, 2024

SELL
$46.54 - $47.72 $1.08 Million - $1.11 Million
-23,175 Reduced 23.5%
75,425 $3.55 Billion
Q1 2023

Feb 02, 2024

BUY
$46.61 - $47.68 $667,455 - $682,777
14,320 Added 16.99%
98,600 $4.69 Billion
Q4 2022

Jan 02, 2024

BUY
$45.97 - $47.2 $3.87 Million - $3.98 Million
84,280 New
84,280 $3.96 Billion

Others Institutions Holding SHM

About SPDR NUVEEN BLOOMBERG SHORT TE


  • Ticker SHM
  • Sector ETFs
  • Industry ETFs
More about SHM
Track This Portfolio

Track Lji Wealth Management, LLC Portfolio

Follow Lji Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lji Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lji Wealth Management, LLC with notifications on news.