Steward Partners Investment Advisory, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Steward Partners Investment Advisory, LLC

  • $11 Billion
  • Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 18,926 shares of SHM stock, worth $902,959. This represents 0.01% of its overall portfolio holdings.

Number of Shares
18,926
Previous 20,969 9.74%
Holding current value
$902,959
Previous $1.01 Million 11.2%
% of portfolio
0.01%
Previous 0.01%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
SELL
$47.26 - $48.18 $96,552 - $98,431
-2,043 Reduced 9.74%
18,926 $896,000
Q3 2024

Nov 14, 2024
SELL
$47.01 - $48.2 $46,304 - $47,477
-985 Reduced 4.49%
20,969 $1.01 Million
Q2 2024

Aug 08, 2024
SELL
$46.84 - $47.32 $328,488 - $331,855
-7,013 Reduced 24.21%
21,954 $1.04 Million
Q1 2024

May 15, 2024
BUY
$47.44 - $47.9 $16,936 - $17,100
357 Added 1.25%
28,967 $1.37 Million
Q4 2023

Feb 12, 2024
BUY
$46.12 - $47.85 $155,378 - $161,206
3,369 Added 13.35%
28,610 $1.37 Million
Q3 2023

Nov 13, 2023
BUY
$46.19 - $47.22 $578,114 - $591,005
12,516 Added 98.36%
25,241 $1.17 Million
Q2 2023

Aug 14, 2023
SELL
$46.54 - $47.72 $40,536 - $41,564
-871 Reduced 6.41%
12,725 $598,000
Q1 2023

May 15, 2023
BUY
$46.61 - $47.68 $3,309 - $3,385
71 Added 0.52%
13,596 $646,000
Q3 2022

Nov 10, 2022
BUY
$46.05 - $47.82 $554,395 - $575,704
12,039 Added 810.16%
13,525 $623,000
Q1 2022

May 02, 2022
SELL
$47.3 - $49.17 $29,326 - $30,485
-620 Reduced 29.44%
1,486 $70,000
Q4 2021

Feb 08, 2022
SELL
$49.16 - $49.38 $1,425 - $1,432
-29 Reduced 1.36%
2,106 $104,000
Q2 2021

Aug 13, 2021
BUY
$49.5 - $49.73 $1,435 - $1,442
29 Added 1.38%
2,135 $106,000
Q3 2020

Oct 30, 2020
SELL
$49.76 - $50.06 $59,562 - $59,921
-1,197 Reduced 36.24%
2,106 $105,000
Q2 2020

Aug 06, 2020
SELL
$48.24 - $49.96 $82,345 - $85,281
-1,707 Reduced 34.07%
3,303 $165,000
Q1 2020

Apr 29, 2020
SELL
$43.92 - $49.69 $390,844 - $442,191
-8,899 Reduced 63.98%
5,010 $244,000
Q4 2019

Jan 17, 2020
SELL
$48.87 - $49.12 $2,981 - $2,996
-61 Reduced 0.44%
13,909 $683,000
Q3 2019

Oct 30, 2019
SELL
$48.76 - $49.06 $35,497 - $35,715
-728 Reduced 4.95%
13,970 $684,000
Q2 2019

Jul 25, 2019
BUY
N/A
2,902 Added 24.6%
14,698 $719,000
Q1 2019

Apr 30, 2019
SELL
N/A
-720 Reduced 5.75%
11,796 $571,000
Q4 2018

Jan 15, 2019
BUY
N/A
943 Added 8.15%
12,516 $601,000
Q3 2018

Oct 23, 2018
SELL
N/A
-5,052 Reduced 30.39%
11,573 $552,000
Q2 2018

Jul 20, 2018
BUY
N/A
3 Added 0.02%
16,625 $798,000
Q1 2018

Apr 20, 2018
SELL
N/A
-1,066 Reduced 6.03%
16,622 $794,000
Q4 2017

Jan 19, 2018
BUY
N/A
494 Added 2.87%
17,688 $847,000
Q3 2017

Nov 22, 2017
BUY
N/A
340 Added 2.02%
17,194 $835,000
Q2 2017

Nov 22, 2017
BUY
N/A
250 Added 1.51%
16,854 $817,000
Q1 2017

Nov 22, 2017
BUY
N/A
810 Added 5.13%
16,604 $804,000
Q4 2016

Nov 22, 2017
BUY
N/A
15,794
15,794 $757,000

Others Institutions Holding SHM

# of Institutions
444
Shares Held
73.7M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR NUVEEN BLOOMBERG SHORT TE

SHM Quotes by TradingView
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More about SHM
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