Oakwell Private Wealth Management, LLC Spdr Nuveen Bloomberg Short Te Call Options Transaction History

Oakwell Private Wealth Management, LLC

$348 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SHM

# of Institutions

448

Shares Held

78.2M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

15.9M
Shares

$759 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

8.46M
Shares

$404 Million
0.1% of portfolio
Envestnet Asset Management Inc

5.88M
Shares

$281 Million
0.09% of portfolio
Goldman Sachs Group Inc New York, NY

5.78M
Shares

$276 Million
0.05% of portfolio
Morgan Stanley New York, NY

5.58M
Shares

$266 Million
0.02% of portfolio

About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Oakwell Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oakwell Private Wealth Management, LLC with notifications on news.