Veritable, L.P. Spdr Nuveen Bloomberg Short Te Transaction History

Veritable, L.P.

$0
Q3 2023

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 16, 2021	SELL	$49.5 - $49.73 $267,300 - $268,542	-5,400 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$49.43 - $49.87 $266,922 - $269,298	5,400 New	5,400 $268,000
Q4 2020 Feb 11, 2021	SELL	$49.66 - $49.86 $394,797 - $396,387	-7,950 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	$49.76 - $50.06 $94,544 - $95,114	1,900 Added 31.4%	7,950 $396,000
Q2 2020 Aug 14, 2020	BUY	$48.24 - $49.96 $291,852 - $302,258	6,050 New	6,050 $302,000
Q2 2018 Aug 13, 2018	SELL	N/A	-6,600 Closed	0 $0
Q1 2018 May 14, 2018	SELL	N/A	-850 Reduced 11.41%	6,600 $316,000
Q4 2017 Feb 13, 2018	SELL	N/A	-2,300 Reduced 23.59%	7,450 $357,000
Q3 2017 Nov 14, 2017	BUY	N/A	9,750	9,750 $474,000

Others Institutions Holding SHM

# of Institutions

442

Shares Held

72.8M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

16.2M
Shares

$768 Million
0.07% of portfolio
Envestnet Asset Management Inc

5.88M
Shares

$279 Million
0.09% of portfolio
Morgan Stanley New York, NY

5.62M
Shares

$267 Million
0.02% of portfolio
Goldman Sachs Group Inc New York, NY

4.85M
Shares

$230 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

4.74M
Shares

$225 Million
0.05% of portfolio

About SPDR NUVEEN BLOOMBERG SHORT TE

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