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 $4.04 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
85,120
Previous 169,837
49.88%
Holding current value
$4.04 Million
Previous $7.85 Million
48.2%
% of portfolio
0.27%
Previous 0.54%
Shares
12 transactions
Others Institutions Holding SHM
# of Institutions
448Shares Held
78.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC16MShares$760 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.46MShares$402 Million0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY7.52MShares$357 Million0.06% of portfolio
-
Envestnet Asset Management Inc6.13MShares$291 Million0.11% of portfolio
-
Morgan Stanley New York, NY5.65MShares$268 Million0.02% of portfolio