Visionary Wealth Advisors Spdr Nuveen Bloomberg Short Te Transaction History

Visionary Wealth Advisors

$1.57 Billion
Q3 2024

A detailed history of Visionary Wealth Advisors transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Visionary Wealth Advisors holds 5,455 shares of SHM stock, worth $258,948. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,455

Previous 5,447 0.15%

Holding current value

$258,948

Previous $257,000 1.95%

% of portfolio

0.02%

Previous 0.02%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$47.01 - $48.2 $376 - $385	8 Added 0.15%	5,455 $262,000
Q2 2024 Aug 13, 2024	SELL	$46.84 - $47.32 $234 - $236	-5 Reduced 0.09%	5,447 $257,000
Q1 2024 May 15, 2024	BUY	$47.44 - $47.9 $189 - $191	4 Added 0.07%	5,452 $258,000
Q4 2023 Feb 14, 2024	BUY	$46.12 - $47.85 $322 - $334	7 Added 0.13%	5,448 $260,000
Q3 2023 Nov 13, 2023	BUY	$46.19 - $47.22 $184 - $188	4 Added 0.07%	5,441 $251,000
Q2 2023 Aug 11, 2023	SELL	$46.54 - $47.72 $2.38 Million - $2.44 Million	-51,065 Reduced 90.38%	5,437 $255,000
Q1 2023 May 15, 2023	SELL	$46.61 - $47.68 $97,368 - $99,603	-2,089 Reduced 3.57%	56,502 $2.69 Million
Q4 2022 Feb 13, 2023	BUY	$45.97 - $47.2 $2.69 Million - $2.77 Million	58,591 New	58,591 $2.75 Million
Q2 2022 Aug 12, 2022	BUY	$46.52 - $47.45 $203,059 - $207,119	4,365 Added 8.52%	55,600 $2.63 Million
Q1 2022 May 12, 2022	BUY	$47.3 - $49.17 $290,090 - $301,559	6,133 Added 13.6%	51,235 $2.43 Million
Q4 2021 Feb 14, 2022	SELL	$49.16 - $49.38 $250,617 - $251,739	-5,098 Reduced 10.16%	45,102 $2.22 Million
Q3 2021 Nov 12, 2021	BUY	$49.4 - $49.69 $63,627 - $64,000	1,288 Added 2.63%	50,200 $2.48 Million
Q2 2021 Aug 13, 2021	BUY	$49.5 - $49.73 $104,791 - $105,278	2,117 Added 4.52%	48,912 $2.42 Million
Q1 2021 May 18, 2021	SELL	$49.43 - $49.87 $349,074 - $352,181	-7,062 Reduced 13.11%	46,795 $2.32 Million
Q4 2020 Feb 16, 2021	BUY	$49.66 - $49.86 $2.67 Million - $2.69 Million	53,857 New	53,857 $2.68 Million

Others Institutions Holding SHM

# of Institutions

442

Shares Held

72.8M

Call Options Held

Put Options Held

View Full List

About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
Sector ETFs
Industry ETFs

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Visionary Wealth Advisors Spdr Nuveen Bloomberg Short Te Transaction History