Octavia Wealth Advisors, LLC Spdr Nuveen Bloomberg Short Te Transaction History
Octavia Wealth Advisors, LLC
- $806 Million
- Q3 2024
A detailed history of Octavia Wealth Advisors, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 4,452 shares of SHM stock, worth $212,493. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,452
Previous 4,452
-0.0%
Holding current value
$212,493
Previous $210,000
1.9%
% of portfolio
0.03%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding SHM
# of Institutions
440Shares Held
72.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC16.2MShares$772 Million0.07% of portfolio
-
Envestnet Asset Management Inc5.88MShares$281 Million0.09% of portfolio
-
Morgan Stanley New York, NY5.62MShares$268 Million0.02% of portfolio
-
Goldman Sachs Group Inc New York, NY4.85MShares$231 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA4.74MShares$226 Million0.05% of portfolio