Wealthsource Partners, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Wealthsource Partners, LLC

$1.52 Billion
Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Wealthsource Partners, LLC holds 85,120 shares of SHM stock, worth $4.06 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

85,120

Previous 169,837 49.88%

Holding current value

$4.06 Million

Previous $7.85 Million 48.2%

% of portfolio

0.27%

Previous 0.54%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 12, 2024	SELL	$46.12 - $47.85 $3.91 Million - $4.05 Million	-84,717 Reduced 49.88%	85,120 $4.07 Million
Q3 2023 Nov 09, 2023	BUY	$46.19 - $47.22 $862,043 - $881,266	18,663 Added 12.35%	169,837 $7.85 Million
Q2 2023 Aug 14, 2023	BUY	$46.54 - $47.72 $179,272 - $183,817	3,852 Added 2.61%	151,174 $7.11 Million
Q1 2023 May 15, 2023	SELL	$46.61 - $47.68 $1.32 Million - $1.35 Million	-28,271 Reduced 16.1%	147,322 $7.01 Million
Q4 2022 Feb 09, 2023	SELL	$45.97 - $47.2 $1.36 Million - $1.4 Million	-29,669 Reduced 14.45%	175,593 $8.25 Million
Q3 2022 Nov 14, 2022	BUY	$46.05 - $47.82 $6.86 Million - $7.12 Million	148,968 Added 264.63%	205,262 $9.46 Million
Q2 2022 Aug 10, 2022	BUY	$46.52 - $47.45 $870,854 - $888,264	18,720 Added 49.82%	56,294 $2.66 Million
Q1 2022 May 09, 2022	BUY	$47.3 - $49.17 $380,575 - $395,621	8,046 Added 27.25%	37,574 $1.78 Million
Q4 2021 Feb 14, 2022	SELL	$49.16 - $49.38 $1.12 Million - $1.13 Million	-22,835 Reduced 43.61%	29,528 $1.45 Million
Q3 2021 Nov 18, 2021	BUY	$49.4 - $49.69 $1.31 Million - $1.32 Million	26,536 Added 102.75%	52,363 $2.59 Million
Q2 2021 Nov 18, 2021	SELL	$49.5 - $49.73 $1.05 Million - $1.05 Million	-21,153 Reduced 45.03%	25,827 $1.28 Million
Q1 2021 Jun 21, 2021	BUY	$49.43 - $49.87 $2.32 Million - $2.34 Million	46,980 New	46,980 $2.33 Million

Others Institutions Holding SHM

# of Institutions

440

Shares Held

72.7M

Call Options Held

Put Options Held

View Full List

About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
Sector ETFs
Industry ETFs

More about SHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthsource Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthsource Partners, LLC with notifications on news.

Account

Wealthsource Partners, LLC Spdr Nuveen Bloomberg Short Te Transaction History