Wealthstar Advisors, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Wealthstar Advisors, LLC

$123 Million
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 06, 2023	BUY	$46.19 - $47.22 $45,358 - $46,370	982 Added 14.27%	7,864 $363,000
Q1 2023 May 03, 2023	SELL	$46.61 - $47.68 $838 - $858	-18 Reduced 0.26%	6,882 $327,000
Q3 2022 Nov 14, 2022	BUY	$46.05 - $47.82 $2,670 - $2,773	58 Added 0.85%	6,900 $317,000
Q2 2022 Aug 08, 2022	SELL	$46.52 - $47.45 $2,046 - $2,087	-44 Reduced 0.64%	6,842 $321,000
Q1 2022 May 13, 2022	SELL	$47.3 - $49.17 $92,235 - $95,881	-1,950 Reduced 22.07%	6,886 $323,000
Q4 2021 Feb 09, 2022	BUY	$49.16 - $49.38 $67,103 - $67,403	1,365 Added 18.27%	8,836 $435,000
Q3 2021 Nov 12, 2021	BUY	$49.4 - $49.69 $14,968 - $15,056	303 Added 4.23%	7,471 $368,000
Q2 2021 Aug 13, 2021	BUY	$49.5 - $49.73 $354,816 - $356,464	7,168 New	7,168 $355,000

Others Institutions Holding SHM

# of Institutions

448

Shares Held

78.2M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

15.9M
Shares

$759 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

8.46M
Shares

$404 Million
0.1% of portfolio
Envestnet Asset Management Inc

5.88M
Shares

$281 Million
0.09% of portfolio
Goldman Sachs Group Inc New York, NY

5.78M
Shares

$276 Million
0.05% of portfolio
Morgan Stanley New York, NY

5.58M
Shares

$266 Million
0.02% of portfolio

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