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

Strategies Wealth Advisors, LLC

  • $748 Billion
  • Q3 2024

A detailed history of Strategies Wealth Advisors, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 140,355 shares of SHM stock, worth $6.64 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
140,355
Previous 115,843 21.16%
Holding current value
$6.64 Million
Previous $5.47 Billion 23.6%
% of portfolio
0.9%
Previous 0.8%

Shares

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

Oct 07, 2024
BUY
$47.01 - $48.2 $1.15 Million - $1.18 Million
24,512 Added 21.16%
140,355 $6.76 Billion
Q2 2024

Jul 29, 2024
SELL
$46.84 - $47.32 $50,446 - $50,963
-1,077 Reduced 0.92%
115,843 $5.47 Billion
Q1 2024

Apr 22, 2024
SELL
$47.44 - $47.9 $91,084 - $91,968
-1,920 Reduced 1.62%
116,920 $5.55 Billion
Q4 2023

Jan 22, 2024
SELL
$46.12 - $47.85 $160,774 - $166,805
-3,486 Reduced 2.85%
118,840 $5.68 Billion
Q3 2023

Oct 10, 2023
BUY
$46.19 - $47.22 $173,535 - $177,405
3,757 Added 3.17%
122,326 $5.66 Billion
Q2 2023

Jul 12, 2023
BUY
$46.54 - $47.72 $323,964 - $332,178
6,961 Added 6.24%
118,569 $5.58 Billion
Q1 2023

Jun 27, 2023
BUY
$46.61 - $47.68 $428,672 - $438,512
9,197 Added 8.98%
111,608 $5.31 Billion
Q4 2022

Jun 27, 2023
BUY
$45.97 - $47.2 $235,550 - $241,852
5,124 Added 5.27%
102,411 $4.81 Billion
Q2 2022

Jun 27, 2023
SELL
$46.52 - $47.45 $182,916 - $186,573
-3,932 Reduced 3.88%
97,287 $4.6 Billion
Q1 2022

Jun 27, 2023
BUY
$47.3 - $49.17 $162,522 - $168,948
3,436 Added 3.51%
101,219 $4.79 Billion
Q4 2021

Jun 26, 2023
BUY
$49.16 - $49.38 $4.81 Million - $4.83 Million
97,783 New
97,783 $4.81 Billion

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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