Lumature Wealth Partners, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Lumature Wealth Partners, LLC

$168 Million
Q2 2023

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 10, 2022	SELL	$46.05 - $47.82 $202,343 - $210,121	-4,394 Reduced 37.85%	7,216 $333,000
Q2 2022 Aug 10, 2022	SELL	$46.52 - $47.45 $216,411 - $220,737	-4,652 Reduced 28.61%	11,610 $549,000
Q1 2022 May 13, 2022	SELL	$47.3 - $49.17 $302,388 - $314,343	-6,393 Reduced 28.22%	16,262 $770,000
Q4 2021 Feb 10, 2022	SELL	$49.16 - $49.38 $475,819 - $477,949	-9,679 Reduced 29.93%	22,655 $1.11 Million
Q3 2021 Oct 29, 2021	SELL	$49.4 - $49.69 $1.45 Million - $1.46 Million	-29,338 Reduced 47.57%	32,334 $1.6 Million
Q2 2021 Aug 10, 2021	BUY	$49.5 - $49.73 $127,264 - $127,855	2,571 Added 4.35%	61,672 $3.06 Million
Q1 2021 May 11, 2021	BUY	$49.43 - $49.87 $2.81 Million - $2.84 Million	56,887 Added 2569.42%	59,101 $2.93 Million
Q4 2020 Feb 08, 2021	BUY	$49.66 - $49.86 $109,947 - $110,390	2,214 New	2,214 $110,000

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

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