Strategic Wealth Partners, Ltd. Spdr Nuveen Bloomberg Short Te Transaction History

Strategic Wealth Partners, Ltd.

  • $892 Million
  • Q1 2024

A detailed history of Strategic Wealth Partners, Ltd. transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 13,697 shares of SHM stock, worth $646,361. This represents 0.07% of its overall portfolio holdings.

Number of Shares
13,697
Previous 13,972 1.97%
Holding current value
$646,361
Previous $667,000 2.7%
% of portfolio
0.07%
Previous 0.08%

Shares

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

May 20, 2024
SELL
$47.44 - $47.9 $13,046 - $13,172
-275 Reduced 1.97%
13,697 $649,000
Q3 2023

May 20, 2024
BUY
$46.19 - $47.22 $9,792 - $10,010
212 Added 1.54%
13,972 $645,000
Q1 2023

Apr 24, 2023
SELL
$46.61 - $47.68 $80,681 - $82,534
-1,731 Reduced 11.17%
13,760 $654,000
Q4 2022

Apr 24, 2023
SELL
$46.08 - $47.2 $112,942 - $115,687
-2,451 Reduced 13.66%
15,491 $727,000
Q3 2022

Apr 24, 2023
BUY
N/A
2,991 Added 20.01%
17,942 $0
Q2 2022

Aug 22, 2022
SELL
N/A
-2,778 Reduced 15.67%
14,951 $707,000
Q1 2022

May 19, 2022
BUY
N/A
1,536 Added 9.49%
17,729 $0
Q3 2021

Nov 12, 2021
BUY
N/A
1,950 Added 13.69%
16,193 $800,000
Q2 2021

Aug 25, 2021
SELL
N/A
-720 Reduced 4.81%
14,243 $706,000
Q1 2021

May 24, 2021
BUY
N/A
248 Added 1.69%
14,963 $742,000
Q4 2020

Feb 18, 2021
BUY
N/A
803 Added 5.77%
14,715 $733,000
Q3 2020

Nov 10, 2020
SELL
N/A
-6,134 Reduced 30.6%
13,912 $694,000
Q2 2020

Aug 11, 2020
SELL
N/A
-5,864 Reduced 22.63%
20,046 $1 Million
Q4 2019

Jan 30, 2020
SELL
N/A
-3,864 Reduced 12.98%
25,910 $1.27 Million
Q3 2019

Oct 28, 2019
BUY
N/A
2,051 Added 7.4%
29,774 $96.9 Million
Q2 2019

Aug 06, 2019
SELL
N/A
-3,646 Reduced 11.62%
27,723 $1.36 Million
Q1 2019

May 14, 2019
BUY
N/A
5,589 Added 21.68%
31,369 $1.52 Million
Q4 2018

Jan 24, 2019
BUY
N/A
1,492 Added 6.14%
25,780 $0
Q3 2018

Dec 06, 2018
SELL
N/A
-3,647 Reduced 13.06%
24,288 $1.16 Million
Q2 2018

Sep 04, 2018
BUY
N/A
3,394 Added 13.83%
27,935 $1.34 Million
Q1 2018

Jul 13, 2018
BUY
N/A
24,541 New
24,541 $1.17 Million

Others Institutions Holding SHM

# of Institutions
456
Shares Held
78.3M
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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