Wealthspire Advisors, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 14,657 shares of SHM stock, worth $701,630. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,657
Previous 12,193 20.21%
Holding current value
$701,630
Previous $575,000 22.61%
% of portfolio
0.01%
Previous 0.01%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$47.01 - $48.2 $115,832 - $118,764
2,464 Added 20.21%
14,657 $705,000
Q2 2024

Aug 08, 2024
SELL
$46.84 - $47.32 $255,746 - $258,367
-5,460 Reduced 30.93%
12,193 $575,000
Q1 2024

May 06, 2024
SELL
$47.44 - $47.9 $24,146 - $24,381
-509 Reduced 2.8%
17,653 $837,000
Q4 2023

Feb 06, 2024
BUY
$46.12 - $47.85 $12,452 - $12,919
270 Added 1.51%
18,162 $867,000
Q3 2023

Nov 06, 2023
SELL
$46.19 - $47.22 $9,007 - $9,207
-195 Reduced 1.08%
17,892 $827,000
Q2 2023

Jul 31, 2023
SELL
$46.54 - $47.72 $1,721 - $1,765
-37 Reduced 0.2%
18,087 $850,000
Q1 2023

May 09, 2023
SELL
$46.61 - $47.68 $279,799 - $286,223
-6,003 Reduced 24.88%
18,124 $861,000
Q4 2022

Feb 13, 2023
BUY
$45.97 - $47.2 $333,144 - $342,058
7,247 Added 42.93%
24,127 $1.13 Million
Q3 2022

Nov 14, 2022
SELL
$46.05 - $47.82 $2.69 Million - $2.79 Million
-58,371 Reduced 77.57%
16,880 $778,000
Q2 2022

Aug 09, 2022
BUY
$46.52 - $47.45 $2.92 Million - $2.98 Million
62,858 Added 507.21%
75,251 $3.56 Million
Q1 2022

May 09, 2022
BUY
$47.3 - $49.17 $9,601 - $9,981
203 Added 1.67%
12,393 $587,000
Q4 2021

Feb 14, 2022
SELL
$49.16 - $49.38 $3.68 Million - $3.7 Million
-74,844 Reduced 85.99%
12,190 $600,000
Q3 2021

Nov 15, 2021
BUY
$49.4 - $49.69 $3.8 Million - $3.82 Million
76,822 Added 752.27%
87,034 $4.3 Million
Q2 2021

Aug 13, 2021
SELL
$49.5 - $49.73 $50,836 - $51,072
-1,027 Reduced 9.14%
10,212 $506,000
Q1 2021

May 17, 2021
BUY
$49.43 - $49.87 $50,863 - $51,316
1,029 Added 10.08%
11,239 $557,000
Q4 2020

Feb 16, 2021
BUY
$49.66 - $49.86 $91,225 - $91,592
1,837 Added 21.94%
10,210 $508,000
Q3 2020

Nov 16, 2020
BUY
$49.76 - $50.06 $547 - $550
11 Added 0.13%
8,373 $418,000
Q2 2020

Aug 14, 2020
SELL
$48.24 - $49.96 $606,039 - $627,647
-12,563 Reduced 60.04%
8,362 $417,000
Q1 2020

May 12, 2020
BUY
$43.92 - $49.69 $204,008 - $230,810
4,645 Added 28.53%
20,925 $1.02 Million
Q4 2019

Feb 14, 2020
BUY
$48.87 - $49.12 $8,992 - $9,038
184 Added 1.14%
16,280 $800,000
Q3 2019

Nov 12, 2019
SELL
$48.76 - $49.06 $210,009 - $211,301
-4,307 Reduced 21.11%
16,096 $789,000
Q2 2019

Aug 13, 2019
SELL
N/A
-2,355 Reduced 10.35%
20,403 $998,000
Q1 2019

May 08, 2019
SELL
N/A
-6,122 Reduced 21.2%
22,758 $1.1 Million
Q4 2018

Feb 14, 2019
BUY
N/A
28,880 New
28,880 $1.39 Million

Others Institutions Holding SHM

# of Institutions
442
Shares Held
72.8M
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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