Sequoia Financial Advisors, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Sequoia Financial Advisors, LLC

  • $8.93 Billion
  • Q3 2024

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 17, 2023
BUY
$45.97 - $47.2 $265,476 - $272,580
5,775 New
5,775 $0
Q2 2022

Jul 22, 2022
SELL
$46.52 - $47.45 $35,634 - $36,346
-766 Reduced 11.56%
5,858 $277,000
Q1 2022

May 13, 2022
SELL
$47.3 - $49.17 $8,277 - $8,604
-175 Reduced 2.57%
6,624 $314,000
Q4 2021

Feb 11, 2022
BUY
$49.16 - $49.38 $334,238 - $335,734
6,799 New
6,799 $334,000
Q3 2021

Oct 26, 2021
SELL
$49.4 - $49.69 $264,043 - $265,593
-5,345 Closed
0 $0
Q3 2020

Oct 23, 2020
BUY
$49.76 - $50.06 $265,967 - $267,570
5,345 New
5,345 $267,000
Q1 2019

May 13, 2019
SELL
N/A
-5,083 Closed
0 $0
Q4 2018

Feb 14, 2019
SELL
N/A
-4,319 Reduced 45.94%
5,083 $244,000
Q1 2018

May 14, 2018
SELL
N/A
-9,280 Reduced 49.67%
9,402 $450,000
Q4 2017

Feb 13, 2018
SELL
N/A
-1,665 Reduced 8.18%
18,682 $895,000
Q3 2017

Nov 13, 2017
BUY
N/A
2,192 Added 12.07%
20,347 $989,000
Q2 2017

Aug 09, 2017
BUY
N/A
18,155
18,155 $881,000

Others Institutions Holding SHM

# of Institutions
442
Shares Held
72.8M
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 Sequoia Financial Advisors, LLC Portfolio

Follow Sequoia Financial Advisors, LLC 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 Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email