Wealthcare Advisory Partners LLC Spdr Nuveen Bloomberg Short Te Transaction History

Wealthcare Advisory Partners LLC

  • $3.49 Billion
  • Q4 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 562,212 shares of SHM stock, worth $26.8 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
562,212
Previous 496,968 13.13%
Holding current value
$26.8 Million
Previous $23.9 Million 11.37%
% of portfolio
0.76%
Previous 0.7%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$47.26 - $48.18 $3.08 Million - $3.14 Million
65,244 Added 13.13%
562,212 $26.6 Million
Q3 2024

Nov 04, 2024
BUY
$47.01 - $48.2 $1.08 Million - $1.1 Million
22,886 Added 4.83%
496,968 $23.9 Million
Q2 2024

Aug 09, 2024
BUY
$46.84 - $47.32 $1.01 Million - $1.02 Million
21,519 Added 4.75%
474,082 $22.4 Million
Q1 2024

Apr 15, 2024
BUY
$47.44 - $47.9 $2.53 Million - $2.56 Million
53,380 Added 13.37%
452,563 $21.5 Million
Q4 2023

Feb 06, 2024
BUY
$46.12 - $47.85 $1.08 Million - $1.12 Million
23,323 Added 6.21%
399,183 $19.1 Million
Q3 2023

Oct 12, 2023
SELL
$46.19 - $47.22 $443,562 - $453,453
-9,603 Reduced 2.49%
375,860 $17.4 Million
Q2 2023

Jul 17, 2023
BUY
$46.54 - $47.72 $5.32 Million - $5.45 Million
114,283 Added 42.14%
385,463 $18.1 Million
Q1 2023

May 04, 2023
BUY
$46.61 - $47.68 $2.29 Million - $2.34 Million
49,111 Added 22.12%
271,180 $12.9 Million
Q4 2022

Feb 13, 2023
BUY
$45.97 - $47.2 $562,259 - $577,303
12,231 Added 5.83%
222,069 $10.4 Million
Q3 2022

Nov 14, 2022
SELL
$46.05 - $47.82 $4.2 Million - $4.36 Million
-91,253 Reduced 30.31%
209,838 $9.67 Million
Q2 2022

Aug 15, 2022
SELL
$46.52 - $47.45 $744,645 - $759,532
-16,007 Reduced 5.05%
301,091 $14.2 Million
Q1 2022

Apr 15, 2022
BUY
$47.3 - $49.17 $3.17 Million - $3.29 Million
66,919 Added 26.75%
317,098 $15 Million
Q4 2021

Feb 11, 2022
SELL
$49.16 - $49.38 $6.95 Million - $6.98 Million
-141,326 Reduced 36.1%
250,179 $0
Q3 2021

Nov 15, 2021
BUY
$49.4 - $49.69 $1.03 Million - $1.04 Million
20,898 Added 5.64%
391,505 $19.3 Million
Q2 2021

Aug 16, 2021
BUY
$49.5 - $49.73 $17.4 Million - $17.5 Million
351,434 Added 1832.96%
370,607 $18.4 Million
Q1 2021

Apr 30, 2021
SELL
$49.43 - $49.87 $147,845 - $149,161
-2,991 Reduced 13.49%
19,173 $950,000
Q4 2020

Feb 12, 2021
SELL
$49.66 - $49.86 $105,130 - $105,553
-2,117 Reduced 8.72%
22,164 $1.1 Million
Q3 2020

Oct 29, 2020
SELL
$49.76 - $50.06 $123,205 - $123,948
-2,476 Reduced 9.25%
24,281 $1.21 Million
Q2 2020

Jul 29, 2020
SELL
$48.24 - $49.96 $143,224 - $148,331
-2,969 Reduced 9.99%
26,757 $1.33 Million
Q1 2020

Apr 29, 2020
BUY
$43.92 - $49.69 $440,605 - $498,490
10,032 Added 50.94%
29,726 $1.45 Million
Q4 2019

Jan 29, 2020
SELL
$48.87 - $49.12 $37,727 - $37,920
-772 Reduced 3.77%
19,694 $967,000
Q3 2019

Oct 17, 2019
BUY
$48.76 - $49.06 $90,596 - $91,153
1,858 Added 9.98%
20,466 $1 Million
Q2 2019

Jul 30, 2019
SELL
N/A
-320 Reduced 1.69%
18,608 $910,000
Q1 2019

May 13, 2019
SELL
N/A
-208 Reduced 1.09%
18,928 $918,000
Q4 2018

Feb 14, 2019
SELL
N/A
-4,074 Reduced 17.55%
19,136 $920,000
Q3 2018

Nov 14, 2018
SELL
N/A
-106,612 Reduced 82.12%
23,210 $1.11 Million
Q2 2018

Aug 14, 2018
BUY
N/A
16,292 Added 14.35%
129,822 $6.23 Million
Q1 2018

May 15, 2018
BUY
N/A
2,108 Added 1.89%
113,530 $5.43 Million
Q4 2017

Feb 14, 2018
SELL
N/A
-10,600 Reduced 8.69%
111,422 $5.34 Million
Q3 2017

Nov 15, 2017
BUY
N/A
14,991 Added 14.01%
122,022 $5.93 Million
Q2 2017

Aug 29, 2017
BUY
N/A
107,031
107,031 $5.19 Million

Others Institutions Holding SHM

# of Institutions
441
Shares Held
73.7M
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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