Opal Wealth Advisors, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Opal Wealth Advisors, LLC

$314 Million
Q1 2025

A detailed history of Opal Wealth Advisors, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 28,953 shares of SHM stock, worth $1.38 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

28,953

Previous 28,953 -0.0%

Holding current value

$1.38 Million

Previous $1.37 Million 0.29%

% of portfolio

0.44%

Previous 0.42%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 12, 2024	SELL	$46.84 - $47.32 $103,516 - $104,577	-2,210 Reduced 7.09%	28,953 $1.37 Million
Q1 2024 Apr 11, 2024	SELL	$47.44 - $47.9 $52,895 - $53,408	-1,115 Reduced 3.45%	31,163 $1.48 Million
Q4 2023 Jan 19, 2024	SELL	$46.12 - $47.85 $1.05 Million - $1.09 Million	-22,762 Reduced 41.36%	32,278 $1.54 Million
Q3 2023 Oct 18, 2023	SELL	$46.19 - $47.22 $45.7 Million - $46.7 Million	-989,146 Reduced 94.73%	55,040 $2.54 Million
Q2 2023 Jul 27, 2023	BUY	$46.54 - $47.72 $1.83 Million - $1.88 Million	39,383 Added 3.92%	1,044,186 $49.1 Million
Q1 2023 Apr 19, 2023	SELL	$46.61 - $47.68 $1.42 Million - $1.46 Million	-30,521 Reduced 2.95%	1,004,803 $47.8 Million
Q4 2022 Feb 03, 2023	BUY	$45.97 - $47.2 $21 Million - $21.5 Million	456,303 Added 78.81%	1,035,324 $48.6 Million
Q3 2022 Oct 17, 2022	BUY	$46.05 - $47.82 $3.41 Million - $3.54 Million	74,081 Added 14.67%	579,021 $26.7 Million
Q2 2022 Aug 10, 2022	BUY	$46.52 - $47.45 $23.5 Million - $24 Million	504,940 New	504,940 $23.9 Million

Others Institutions Holding SHM

# of Institutions

462

Shares Held

71.1M

Call Options Held

Put Options Held

View Full List

About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
Sector ETFs
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Opal Wealth Advisors, LLC Spdr Nuveen Bloomberg Short Te Transaction History