Northern Oak Wealth Management Inc Spdr Nuveen Bloomberg Short Te Transaction History

Northern Oak Wealth Management Inc

$787 Million
Q2 2025

A detailed history of Northern Oak Wealth Management Inc transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Northern Oak Wealth Management Inc holds 15,001 shares of SHM stock, worth $721,698. This represents 0.09% of its overall portfolio holdings.

Number of Shares

15,001

Previous 18,796 20.19%

Holding current value

$721,698

Previous $894,000 19.8%

% of portfolio

0.09%

Previous 0.12%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	SELL	$47.02 - $47.83 $178,440 - $181,514	-3,795 Reduced 20.19%	15,001 $717,000
Q1 2025 May 09, 2025	SELL	$47.33 - $47.92 $140,428 - $142,178	-2,967 Reduced 13.63%	18,796 $894,000
Q4 2024 Jan 21, 2025	SELL	$47.26 - $48.18 $360,593 - $367,613	-7,630 Reduced 25.96%	21,763 $1.03 Million
Q1 2024 May 01, 2024	SELL	$47.44 - $47.9 $19,877 - $20,070	-419 Reduced 1.41%	29,393 $1.39 Million
Q3 2023 Oct 24, 2023	SELL	$46.19 - $47.22 $120,094 - $122,772	-2,600 Reduced 8.02%	29,812 $1.38 Million
Q2 2023 Jul 31, 2023	BUY	$46.54 - $47.72 $4,142 - $4,247	89 Added 0.28%	32,412 $1.52 Million
Q1 2023 May 09, 2023	BUY	$46.61 - $47.68 $974,941 - $997,322	20,917 Added 183.39%	32,323 $1.54 Million
Q4 2022 Feb 13, 2023	BUY	$45.97 - $47.2 $524,333 - $538,363	11,406 New	11,406 $535,000
Q2 2021 Aug 17, 2021	SELL	$49.5 - $49.73 $14,850 - $14,918	-300 Reduced 10.34%	2,600 $129,000
Q4 2017 Feb 16, 2018	BUY	N/A	2,900	2,900 $0

Others Institutions Holding SHM

# of Institutions

452

Shares Held

70.1M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
Sector ETFs
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Northern Oak Wealth Management Inc Spdr Nuveen Bloomberg Short Te Transaction History