Morton Brown Family Wealth, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Morton Brown Family Wealth, LLC

  • $281 Million
  • Q3 2024

A detailed history of Morton Brown Family Wealth, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 174 shares of SHM stock, worth $8,261. This represents 0.0% of its overall portfolio holdings.

Number of Shares
174
Previous 660 73.64%
Holding current value
$8,261
Previous $31,000 74.19%
% of portfolio
0.0%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$47.01 - $48.2 $22,846 - $23,425
-486 Reduced 73.64%
174 $8,000
Q1 2024

Apr 23, 2024
SELL
$47.44 - $47.9 $5,028 - $5,077
-106 Reduced 13.84%
660 $31,000
Q4 2023

Jan 26, 2024
BUY
$46.12 - $47.85 $10,561 - $10,957
229 Added 42.64%
766 $36,000
Q3 2023

Oct 18, 2023
SELL
$46.19 - $47.22 $154,413 - $157,856
-3,343 Reduced 86.16%
537 $24,000
Q2 2023

Jul 25, 2023
SELL
$46.54 - $47.72 $2,559 - $2,624
-55 Reduced 1.4%
3,880 $182,000
Q1 2023

Apr 25, 2023
SELL
$46.61 - $47.68 $16,313 - $16,688
-350 Reduced 8.17%
3,935 $187,000
Q4 2022

Feb 01, 2023
SELL
$45.97 - $47.2 $62,013 - $63,672
-1,349 Reduced 23.94%
4,285 $201,000
Q3 2022

Oct 31, 2022
SELL
$46.05 - $47.82 $299,048 - $310,543
-6,494 Reduced 53.55%
5,634 $260,000
Q2 2022

Jul 21, 2022
SELL
$46.52 - $47.45 $3,954 - $4,033
-85 Reduced 0.7%
12,128 $573,000
Q1 2022

Apr 20, 2022
SELL
$47.3 - $49.17 $139,582 - $145,100
-2,951 Reduced 19.46%
12,213 $578,000
Q4 2021

Feb 11, 2022
BUY
$49.16 - $49.38 $745,462 - $748,798
15,164 New
15,164 $746,000

Others Institutions Holding SHM

# of Institutions
436
Shares Held
73M
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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