River Wealth Advisors LLC Spdr Nuveen Bloomberg Short Te Transaction History

River Wealth Advisors LLC

$697 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 07, 2019	SELL	N/A	-118 Closed	0 $0
Q2 2018 Aug 13, 2018	BUY	N/A	118 New	118 $6,000

Others Institutions Holding SHM

# of Institutions

459

Shares Held

71.1M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

18.5M
Shares

$877 Million
0.07% of portfolio
Envestnet Asset Management Inc

5.19M
Shares

$246 Million
0.08% of portfolio
Goldman Sachs Group Inc New York, NY

5.08M
Shares

$241 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

4.2M
Shares

$199 Million
0.05% of portfolio
Northwestern Mutual Wealth Management CO

2.61M
Shares

$124 Million
0.1% of portfolio

About SPDR NUVEEN BLOOMBERG SHORT TE

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