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 29,393 shares of SHM stock, worth $1.41 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
29,393
Previous 29,393 -0.0%
Holding current value
$1.41 Million
Previous $1.39 Million 1.95%
% of portfolio
0.17%
Previous 0.17%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SPDR NUVEEN BLOOMBERG SHORT TE


  • Ticker SHM
  • Sector ETFs
  • Industry ETFs
More about SHM
Track This Portfolio

Track Northern Oak Wealth Management Inc Portfolio

Follow Northern Oak Wealth Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Northern Oak Wealth Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Northern Oak Wealth Management Inc with notifications on news.