Schneider Downs Wealth Management Advisors, LP Spdr Nuveen Bloomberg Short Te Transaction History

Schneider Downs Wealth Management Advisors, LP

$478 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 14, 2021	SELL	$49.4 - $49.69 $345,800 - $347,830	-7,000 Closed	0 $0
Q1 2021 Apr 26, 2021	BUY	$49.43 - $49.87 $346,010 - $349,090	7,000 New	7,000 $347,000

Others Institutions Holding SHM

# of Institutions

442

Shares Held

72.8M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

16.2M
Shares

$774 Million
0.07% of portfolio
Envestnet Asset Management Inc

5.88M
Shares

$281 Million
0.09% of portfolio
Morgan Stanley New York, NY

5.62M
Shares

$269 Million
0.02% of portfolio
Goldman Sachs Group Inc New York, NY

4.85M
Shares

$232 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

4.74M
Shares

$227 Million
0.05% of portfolio

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About SPDR NUVEEN BLOOMBERG SHORT TE

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