Wealth Enhancement Advisory Services, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Wealth Enhancement Advisory Services, LLC

  • $40.3 Billion
  • Q2 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 467,455 shares of SHM stock, worth $22.5 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
467,455
Previous 475,882 1.77%
Holding current value
$22.5 Million
Previous $22.6 Million 2.29%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Jul 16, 2024
SELL
$46.84 - $47.32 $394,720 - $398,765
-8,427 Reduced 1.77%
467,455 $22.1 Million
Q1 2024

Apr 15, 2024
BUY
$47.44 - $47.9 $1.03 Million - $1.04 Million
21,739 Added 4.79%
475,882 $22.6 Million
Q4 2023

Jan 30, 2024
SELL
$46.12 - $47.85 $2.47 Million - $2.56 Million
-53,581 Reduced 10.55%
454,143 $21.7 Million
Q3 2023

Nov 13, 2023
BUY
$46.19 - $47.22 $23.5 Million - $24 Million
507,724 New
507,724 $23.5 Million
Q1 2023

Apr 25, 2023
BUY
$46.61 - $47.68 $231,838 - $237,160
4,974 New
4,974 $236,000
Q2 2022

Jul 18, 2022
SELL
$46.52 - $47.45 $48,706 - $49,680
-1,047 Reduced 19.57%
4,303 $204,000
Q1 2022

Apr 18, 2022
SELL
$47.3 - $49.17 $254,663 - $264,731
-5,384 Reduced 50.16%
5,350 $253,000
Q4 2021

Feb 08, 2022
SELL
$49.16 - $49.38 $178,450 - $179,249
-3,630 Reduced 25.27%
10,734 $518,000
Q3 2021

Nov 03, 2021
SELL
$49.4 - $49.69 $14,326 - $14,410
-290 Reduced 1.98%
14,364 $708,000
Q2 2021

Aug 10, 2021
BUY
$49.5 - $49.73 $4,207 - $4,227
85 Added 0.58%
14,654 $727,000
Q1 2021

May 12, 2021
BUY
$49.43 - $49.87 $720,145 - $726,556
14,569 New
14,569 $722,000

Others Institutions Holding SHM

# of Institutions
460
Shares Held
78.6M
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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