Wcg Wealth Advisors LLC Spdr Nuveen Bloomberg Short Te Transaction History

Wcg Wealth Advisors LLC

  • $1.35 Billion
  • Q2 2024

A detailed history of Wcg Wealth Advisors LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 28,506 shares of SHM stock, worth $1.36 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
28,506
Previous 13,278 114.69%
Holding current value
$1.36 Million
Previous $629,000 113.83%
% of portfolio
0.1%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$46.84 - $47.32 $713,279 - $720,588
15,228 Added 114.69%
28,506 $1.35 Million
Q1 2024

May 13, 2024
SELL
$47.44 - $47.9 $23,767 - $23,997
-501 Reduced 3.64%
13,278 $629,000
Q4 2023

Feb 08, 2024
SELL
$46.12 - $47.85 $415 - $430
-9 Reduced 0.07%
13,779 $658,000
Q3 2023

Nov 09, 2023
BUY
$46.19 - $47.22 $636,867 - $651,069
13,788 New
13,788 $637,000
Q3 2022

Nov 14, 2022
BUY
$46.05 - $47.82 $496,234 - $515,308
10,776 New
10,776 $497,000

Others Institutions Holding SHM

# of Institutions
448
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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