Personal Wealth Partners Spdr Nuveen Bloomberg Short Te Transaction History

Personal Wealth Partners

$0
Q2 2022

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 09, 2022	SELL	$46.52 - $47.45 $280,189 - $285,791	-6,023 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$49.16 - $49.38 $62,285 - $62,564	-1,267 Reduced 17.38%	6,023 $296,000
Q3 2021 Oct 20, 2021	SELL	$49.4 - $49.69 $279,110 - $280,748	-5,650 Reduced 43.66%	7,290 $360,000
Q4 2020 Feb 08, 2021	SELL	$49.66 - $49.86 $253,017 - $254,036	-5,095 Reduced 28.25%	12,940 $644,000
Q1 2020 May 07, 2020	SELL	$43.92 - $49.69 $1.66 Million - $1.87 Million	-37,730 Reduced 67.66%	18,035 $882,000
Q4 2019 Jan 28, 2020	BUY	$48.87 - $49.12 $248,992 - $250,266	5,095 Added 10.06%	55,765 $2.74 Million
Q3 2019 Oct 22, 2019	SELL	$48.76 - $49.06 $2.01 Million - $2.02 Million	-41,135 Reduced 44.81%	50,670 $2.48 Million
Q2 2019 Jul 30, 2019	BUY	N/A	1,080 Added 1.19%	91,805 $4.51 Million
Q1 2019 Apr 17, 2019	SELL	N/A	-490 Reduced 0.54%	90,725 $4.41 Million
Q4 2018 Feb 05, 2019	BUY	N/A	91,215 New	91,215 $4.38 Million

Others Institutions Holding SHM

# of Institutions

446

Shares Held

78.3M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

15.9M
Shares

$754 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

8.46M
Shares

$402 Million
0.1% of portfolio
Envestnet Asset Management Inc

5.88M
Shares

$279 Million
0.09% of portfolio
Goldman Sachs Group Inc New York, NY

5.78M
Shares

$274 Million
0.05% of portfolio
Morgan Stanley New York, NY

5.58M
Shares

$265 Million
0.02% of portfolio

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