A detailed history of Strategic Wealth Advisors Group, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 34,387 shares of SHM stock, worth $1.63 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
34,387
Previous 37,844 9.13%
Holding current value
$1.63 Million
Previous $1.79 Million 11.65%
% of portfolio
0.07%
Previous 0.08%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022

SELL
$46.05 - $47.82 $159,194 - $165,313
-3,457 Reduced 9.13%
34,387 $1.59 Million
Q2 2022

Aug 12, 2022

BUY
$46.52 - $47.45 $86,666 - $88,399
1,863 Added 5.18%
37,844 $1.79 Million
Q1 2022

May 10, 2022

BUY
$47.3 - $49.17 $1.7 Million - $1.77 Million
35,981 New
35,981 $1.7 Million
Q4 2021

Feb 16, 2022

SELL
$49.16 - $49.38 $2.59 Million - $2.6 Million
-52,666 Closed
0 $0
Q3 2021

Nov 17, 2021

SELL
$49.4 - $49.69 $1.83 Million - $1.84 Million
-37,086 Reduced 41.32%
52,666 $2.6 Million
Q2 2021

Aug 10, 2021

SELL
$49.5 - $49.73 $537,768 - $540,266
-10,864 Reduced 10.8%
89,752 $4.45 Million
Q1 2021

May 07, 2021

SELL
$49.43 - $49.87 $1.72 Million - $1.73 Million
-34,770 Reduced 25.68%
100,616 $4.98 Million
Q4 2020

Feb 12, 2021

BUY
$49.66 - $49.86 $2.53 Million - $2.54 Million
50,876 Added 60.2%
135,386 $6.74 Million
Q3 2020

Nov 30, 2020

BUY
$49.76 - $50.06 $1.18 Million - $1.19 Million
23,767 Added 39.13%
84,510 $4.21 Million
Q2 2020

Aug 03, 2020

BUY
$48.24 - $49.96 $2.93 Million - $3.03 Million
60,743 New
60,743 $3.03 Million
Q1 2020

May 05, 2020

SELL
$43.92 - $49.69 $525,371 - $594,391
-11,962 Closed
0 $0
Q4 2019

Feb 10, 2020

SELL
$48.87 - $49.12 $65,925 - $66,262
-1,349 Reduced 10.13%
11,962 $587,000
Q3 2019

Nov 04, 2019

SELL
$48.76 - $49.06 $86,353 - $86,885
-1,771 Reduced 11.74%
13,311 $651,000
Q2 2019

Aug 13, 2019

BUY
N/A
2,150 Added 16.63%
15,082 $737,000
Q1 2019

May 02, 2019

BUY
N/A
12,932 New
12,932 $0
Q4 2018

Feb 12, 2019

SELL
N/A
-10,369 Closed
0 $0
Q3 2018

Nov 07, 2018

BUY
N/A
10,369 New
10,369 $493,000

Others Institutions Holding SHM

About SPDR NUVEEN BLOOMBERG SHORT TE


  • Ticker SHM
  • Sector ETFs
  • Industry ETFs
More about SHM
Track This Portfolio

Track Strategic Wealth Advisors Group, LLC Portfolio

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

News

Stay updated on Strategic Wealth Advisors Group, LLC with notifications on news.