Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2020

Apr 29, 2020

SELL
$43.92 - $49.69 $487,643 - $551,708
-11,103 Closed
0 $0
Q3 2019

Nov 05, 2019

SELL
$48.76 - $49.06 $30,621 - $30,809
-628 Reduced 5.35%
11,103 $545,000
Q1 2019

May 01, 2019

BUY
N/A
209 Added 1.81%
11,731 $568,000
Q4 2018

Feb 01, 2019

SELL
N/A
-2,449 Reduced 17.53%
11,522 $554,000
Q3 2018

Oct 22, 2018

BUY
N/A
7,027 Added 101.2%
13,971 $664,000
Q1 2018

Apr 09, 2018

BUY
N/A
6,944 New
6,944 $332,000

Others Institutions Holding SHM

About SPDR NUVEEN BLOOMBERG SHORT TE


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

Track Summit Financial Wealth Advisors, LLC Portfolio

Follow Summit Financial Wealth Advisors, 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 Summit Financial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial Wealth Advisors, LLC with notifications on news.