Moneta Group Investment Advisors LLC Spdr Nuveen Bloomberg Short Te Transaction History

Moneta Group Investment Advisors LLC

$7.05 Billion
Q4 2024

A detailed history of Moneta Group Investment Advisors LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 5,540 shares of SHM stock, worth $263,371. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,540

Previous 11,486 51.77%

Holding current value

$263,371

Previous $552,000 52.54%

% of portfolio

0.0%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$47.26 - $48.18 $281,007 - $286,478	-5,946 Reduced 51.77%	5,540 $262,000
Q3 2024 Nov 12, 2024	BUY	$47.01 - $48.2 $269,743 - $276,571	5,738 Added 99.83%	11,486 $552,000
Q2 2024 Aug 13, 2024	SELL	$46.84 - $47.32 $32,319 - $32,650	-690 Reduced 10.72%	5,748 $271,000
Q1 2024 Aug 13, 2024	BUY	$47.44 - $47.9 $305,418 - $308,380	6,438 New	6,438 $305,000
Q4 2022 Feb 16, 2023	SELL	$45.97 - $47.2 $8,688 - $8,920	-189 Reduced 3.46%	5,272 $247,000
Q4 2022 Feb 16, 2023	SELL	$45.97 - $47.2 $251 Million - $257 Million	-5,455,054 Reduced 99.9%	5,461 $256,000
Q4 2022 Feb 15, 2023	BUY	$45.97 - $47.2 $251 Million - $258 Million	5,460,515 New	5,460,515 $257 Million

Others Institutions Holding SHM

# of Institutions

454

Shares Held

75M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
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Moneta Group Investment Advisors LLC Spdr Nuveen Bloomberg Short Te Transaction History