Sightline Wealth Advisors, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Sightline Wealth Advisors, LLC

  • $152 Million
  • Q1 2024

A detailed history of Sightline Wealth Advisors, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 6,125 shares of SHM stock, worth $288,977. This represents 0.19% of its overall portfolio holdings.

Number of Shares
6,125
Previous 7,421 17.46%
Holding current value
$288,977
Previous $354,000 18.08%
% of portfolio
0.19%
Previous 0.27%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024
SELL
$47.44 - $47.9 $61,482 - $62,078
-1,296 Reduced 17.46%
6,125 $290,000
Q4 2023

Jan 23, 2024
SELL
$46.12 - $47.85 $9,224 - $9,570
-200 Reduced 2.62%
7,421 $354,000
Q3 2023

Nov 01, 2023
SELL
$46.19 - $47.22 $120,555 - $123,244
-2,610 Reduced 25.51%
7,621 $352,000
Q2 2023

Jul 14, 2023
BUY
$46.54 - $47.72 $23,270 - $23,860
500 Added 5.14%
10,231 $481,000
Q1 2023

May 02, 2023
SELL
$46.61 - $47.68 $13,749 - $14,065
-295 Reduced 2.94%
9,731 $462,000
Q4 2022

Jan 26, 2023
BUY
$46.08 - $47.2 $461,998 - $473,227
10,026 New
10,026 $0
Q2 2022

Jul 15, 2022
BUY
N/A
16,233 New
16,233 $767,000
Q4 2021

Jan 26, 2022
SELL
N/A
-16,927 Closed
0 $0
Q3 2021

Oct 25, 2021
BUY
N/A
1 Added 0.01%
16,927 $836,000
Q2 2021

Jul 22, 2021
BUY
N/A
16,926 New
16,926 $839,000
Q1 2021

May 10, 2021
SELL
N/A
-13,673 Closed
0 $0
Q4 2020

Feb 02, 2021
BUY
N/A
13,673 New
13,673 $681,000

Others Institutions Holding SHM

# of Institutions
456
Shares Held
78.2M
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 Sightline Wealth Advisors, LLC Portfolio

Follow Sightline Wealth 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 Sightline Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sightline Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email