Lji Wealth Management, LLC Spdr Nuveen Bloomberg Short Te Transaction History
Lji Wealth Management, LLC
- $573 Billion
- Q3 2025
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 41,166 shares of SHM stock, worth $1.97 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
41,166
Previous 49,766
17.28%
Holding current value
$1.97 Million
Previous $2.38 Billion
16.61%
% of portfolio
0.35%
Previous 0.41%
Shares
11 transactions
Others Institutions Holding SHM
# of Institutions
441Shares Held
68.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC20MShares$958 Million0.07% of portfolio
-
Goldman Sachs Group Inc New York, NY5.09MShares$244 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA4.29MShares$206 Million0.04% of portfolio
-
Northwestern Mutual Wealth Management CO2.84MShares$136 Million0.09% of portfolio
-
Envestnet Asset Management Inc2.82MShares$135 Million0.04% of portfolio