Precision Wealth Strategies, LLC Spdr Nuveen Bloomberg Short Te Transaction History
Precision Wealth Strategies, LLC
- $267 Million
- Q3 2025
A detailed history of Precision Wealth Strategies, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Precision Wealth Strategies, LLC holds 102,604 shares of SHM stock, worth $4.92 Million. This represents 1.85% of its overall portfolio holdings.
Number of Shares
102,604
Previous 108,920
5.8%
Holding current value
$4.92 Million
Previous $5.21 Million
5.03%
% of portfolio
1.85%
Previous 1.9%
Shares
2 transactions
Others Institutions Holding SHM
# of Institutions
441Shares Held
68MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC20MShares$958 Million0.07% of portfolio
-
Goldman Sachs Group Inc New York, NY5.09MShares$244 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA4.29MShares$206 Million0.04% of portfolio
-
Northwestern Mutual Wealth Management CO2.84MShares$136 Million0.09% of portfolio
-
Envestnet Asset Management Inc2.82MShares$135 Million0.04% of portfolio