Qp Wealth Management, LLC Spdr Nuveen Bloomberg Short Te Transaction History
Qp Wealth Management, LLC
- $57.3 Million
- Q3 2023
A detailed history of Qp Wealth Management, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Qp Wealth Management, LLC holds 18,123 shares of SHM stock, worth $857,942. This represents 1.46% of its overall portfolio holdings.
Number of Shares
18,123
Previous 24,640
26.45%
Holding current value
$857,942
Previous $1.16 Million
27.78%
% of portfolio
1.46%
Previous 1.84%
Shares
15 transactions
Others Institutions Holding SHM
# of Institutions
442Shares Held
72.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC16.2MShares$766 Million0.07% of portfolio
-
Envestnet Asset Management Inc5.88MShares$278 Million0.09% of portfolio
-
Morgan Stanley New York, NY5.62MShares$266 Million0.02% of portfolio
-
Goldman Sachs Group Inc New York, NY4.85MShares$229 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA4.74MShares$224 Million0.05% of portfolio