Venturi Wealth Management, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Venturi Wealth Management, LLC

  • $1.45 Billion
  • Q1 2024

A detailed history of Venturi Wealth Management, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 6,550 shares of SHM stock, worth $309,029. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,550
Previous 6,550 -0.0%
Holding current value
$309,029
Previous $313,000 0.96%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 23, 2024
SELL
$46.12 - $47.85 $28,594 - $29,667
-620 Reduced 8.65%
6,550 $313,000
Q3 2023

Nov 02, 2023
BUY
$46.19 - $47.22 $331,182 - $338,567
7,170 New
7,170 $331,000
Q4 2022

Jan 31, 2023
SELL
$46.08 - $47.2 $6,543 - $6,702
-142 Reduced 1.94%
7,170 $336,000
Q4 2020

Jan 28, 2021
BUY
N/A
7,312 New
7,312 $364,000
Q4 2019

Jan 27, 2020
SELL
N/A
-4,162 Closed
0 $0
Q2 2019

Aug 07, 2019
BUY
N/A
4,162 New
4,162 $204,000

Others Institutions Holding SHM

# of Institutions
456
Shares Held
78.2M
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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