Summit Financial, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Summit Financial, LLC

$2.18 Billion
Q2 2024

A detailed history of Summit Financial, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Summit Financial, LLC holds 10,553 shares of SHM stock, worth $503,905. This represents 0.02% of its overall portfolio holdings.

Number of Shares

10,553

Previous 27,838 62.09%

Holding current value

$503,905

Previous $1.32 Million 62.35%

% of portfolio

0.02%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	SELL	$46.84 - $47.32 $809,629 - $817,926	-17,285 Reduced 62.09%	10,553 $497,000
Q1 2024 Apr 24, 2024	SELL	$47.44 - $47.9 $983,146 - $992,679	-20,724 Reduced 42.68%	27,838 $1.32 Million
Q4 2023 Feb 05, 2024	BUY	$46.12 - $47.85 $2.24 Million - $2.32 Million	48,562 New	48,562 $2.32 Million
Q1 2023 May 03, 2023	SELL	$46.61 - $47.68 $1.65 Million - $1.68 Million	-35,306 Reduced 52.58%	31,841 $1.51 Million
Q4 2022 Feb 07, 2023	BUY	$45.97 - $47.2 $2.8 Million - $2.87 Million	60,831 Added 963.13%	67,147 $3.15 Million
Q3 2022 Nov 15, 2022	BUY	$46.05 - $47.82 $290,851 - $302,031	6,316 New	6,316 $291 Million
Q1 2022 May 10, 2022	SELL	$47.3 - $49.17 $195,632 - $203,367	-4,136 Closed	0 $0
Q4 2021 Feb 07, 2022	BUY	$49.16 - $49.38 $203,325 - $204,235	4,136 New	4,136 $0

Others Institutions Holding SHM

# of Institutions

448

Shares Held

78.2M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
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Summit Financial, LLC Spdr Nuveen Bloomberg Short Te Transaction History