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

Wealth Enhancement Advisory Services, LLC

$46.2 Billion
Q4 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 730,394 shares of SHM stock, worth $34.8 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

730,394

Previous 458,772 59.21%

Holding current value

$34.8 Million

Previous $22.1 Million 56.73%

% of portfolio

0.07%

Previous 0.05%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$47.26 - $48.18 $12.8 Million - $13.1 Million	271,622 Added 59.21%	730,394 $34.6 Million
Q3 2024 Oct 23, 2024	SELL	$47.01 - $48.2 $408,187 - $418,520	-8,683 Reduced 1.86%	458,772 $22.1 Million
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

445

Shares Held

73.6M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG SHORT TE

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