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 $4.05 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

85,120

Previous 169,837 49.88%

Holding current value

$4.05 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

462

Shares Held

71.1M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
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Wealthsource Partners, LLC Spdr Nuveen Bloomberg Short Te Transaction History