Prosperity Planning, Inc. Spdr Nuveen Bloomberg Short Te Transaction History

Prosperity Planning, Inc.

  • $351 Million
  • Q3 2025

A detailed history of Prosperity Planning, Inc. transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Prosperity Planning, Inc. holds 22,284 shares of SHM stock, worth $1.07 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
22,284
Previous 22,284 -0.0%
Holding current value
$1.07 Million
Previous $1.07 Million 0.85%
% of portfolio
0.31%
Previous 0.32%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024
BUY
$47.01 - $48.2 $2,444 - $2,506
52 Added 0.23%
22,284 $1.07 Million
Q1 2023

Apr 13, 2023
SELL
$46.61 - $47.68 $703,205 - $719,348
-15,087 Reduced 40.43%
22,232 $1.06 Million
Q3 2022

Oct 12, 2022
BUY
$46.05 - $47.82 $236,466 - $245,555
5,135 Added 15.96%
37,319 $1.72 Million
Q2 2022

Jul 11, 2022
BUY
$46.52 - $47.45 $1.5 Million - $1.53 Million
32,184 New
32,184 $1.52 Million

Others Institutions Holding SHM

# of Institutions
441
Shares Held
68M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR NUVEEN BLOOMBERG SHORT TE

SHM Quotes by TradingView
  • Ticker SHM
  • Sector ETFs
  • Industry ETFs
More about SHM
Track This Portfolio

Track Prosperity Planning, Inc. Portfolio

Follow Prosperity Planning, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Prosperity Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Prosperity Planning, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email