Wealth Quarterback LLC Spdr Nuveen Bloomberg Short Te Transaction History

Wealth Quarterback LLC

$192 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 17, 2020	SELL	$48.24 - $49.96 $1,447 - $1,498	-30 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$48.87 - $49.12 $1,466 - $1,473	30 New	30 $0

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

$772 Million
0.07% of portfolio
Envestnet Asset Management Inc

5.88M
Shares

$281 Million
0.09% of portfolio
Morgan Stanley New York, NY

5.62M
Shares

$268 Million
0.02% of portfolio
Goldman Sachs Group Inc New York, NY

4.85M
Shares

$231 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

4.74M
Shares

$226 Million
0.05% of portfolio

About SPDR NUVEEN BLOOMBERG SHORT TE

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