Lws Wealth Advisors, Inc. Spdr Nuveen Bloomberg Short Te Transaction History

Lws Wealth Advisors, Inc.

  • $255 Million
  • Q4 2023

A detailed history of Lws Wealth Advisors, Inc. transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Lws Wealth Advisors, Inc. holds 63,395 shares of SHM stock, worth $3.02 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares
63,395
Previous 32,323 96.13%
Holding current value
$3.02 Million
Previous $1.49 Million 102.74%
% of portfolio
1.19%
Previous 0.68%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 09, 2024
BUY
$46.12 - $47.85 $1.43 Million - $1.49 Million
31,072 Added 96.13%
63,395 $3.03 Million
Q3 2023

Nov 13, 2023
BUY
$46.19 - $47.22 $183,097 - $187,180
3,964 Added 13.98%
32,323 $1.49 Million
Q2 2023

Jul 28, 2023
BUY
$46.54 - $47.72 $232,932 - $238,838
5,005 Added 21.43%
28,359 $1.33 Million
Q1 2023

Apr 28, 2023
BUY
$46.61 - $47.68 $782,581 - $800,547
16,790 Added 255.79%
23,354 $1.11 Million
Q4 2022

Feb 14, 2023
SELL
$45.97 - $47.2 $145,403 - $149,293
-3,163 Reduced 32.52%
6,564 $308,000
Q3 2022

Nov 14, 2022
BUY
$46.05 - $47.82 $87,863 - $91,240
1,908 Added 24.4%
9,727 $448,000
Q2 2022

Aug 05, 2022
BUY
$46.52 - $47.45 $363,739 - $371,011
7,819 New
7,819 $370,000
Q1 2020

May 04, 2020
SELL
$43.92 - $49.69 $128,949 - $145,889
-2,936 Closed
0 $0
Q4 2019

Feb 06, 2020
BUY
$48.87 - $49.12 $143,482 - $144,216
2,936 New
2,936 $144,000

Others Institutions Holding SHM

# of Institutions
462
Shares Held
71.1M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR NUVEEN BLOOMBERG SHORT TE

SHM Quotes by TradingView
  • Ticker SHM
  • Sector ETFs
  • Industry ETFs
More about SHM
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