Sheets Smith Wealth Management Spdr Nuveen Bloomberg Short Te Transaction History

Sheets Smith Wealth Management

  • $807 Million
  • Q3 2024

A detailed history of Sheets Smith Wealth Management transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Sheets Smith Wealth Management holds 4,783 shares of SHM stock, worth $228,962. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,783
Previous 6,264 23.64%
Holding current value
$228,962
Previous $295,000 22.03%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Nov 01, 2024
SELL
$47.01 - $48.2 $69,621 - $71,384
-1,481 Reduced 23.64%
4,783 $230,000
Q2 2024

Jul 30, 2024
SELL
$46.84 - $47.32 $100,378 - $101,406
-2,143 Reduced 25.49%
6,264 $295,000
Q1 2024

May 08, 2024
BUY
$47.44 - $47.9 $189 - $191
4 Added 0.05%
8,407 $398,000
Q4 2023

Feb 06, 2024
SELL
$46.12 - $47.85 $74,529 - $77,325
-1,616 Reduced 16.13%
8,403 $401,000
Q3 2023

Oct 23, 2023
BUY
$46.19 - $47.22 $554 - $566
12 Added 0.12%
10,019 $463,000
Q2 2023

Aug 09, 2023
BUY
$46.54 - $47.72 $465,725 - $477,534
10,007 New
10,007 $470,000

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
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