Old North State Trust, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Old North State Trust, LLC

$123 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 24, 2023	BUY	$46.61 - $47.68 $39,711 - $40,623	852 Added 1775.0%	900 $43,000
Q1 2023 May 23, 2023	BUY	$46.61 - $47.68 $2,237 - $2,288	48 New	48 $43,000

Others Institutions Holding SHM

# of Institutions

442

Shares Held

72.8M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

16.2M
Shares

$775 Million
0.07% of portfolio
Envestnet Asset Management Inc

5.88M
Shares

$282 Million
0.09% of portfolio
Morgan Stanley New York, NY

5.62M
Shares

$269 Million
0.02% of portfolio
Goldman Sachs Group Inc New York, NY

4.85M
Shares

$232 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

4.74M
Shares

$227 Million
0.05% of portfolio

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