Wedmont Private Capital Spdr Nuveen Bloomberg Short Te Transaction History

Wedmont Private Capital

$1.88 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 05, 2022	BUY	$47.3 - $49.17 $77,903 - $80,982	1,647 Added 19.43%	10,123 $479,000
Q4 2021 Jan 14, 2022	BUY	$49.16 - $49.38 $416,680 - $418,544	8,476 New	8,476 $414,000

Others Institutions Holding SHM

# of Institutions

452

Shares Held

75.1M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

19.2M
Shares

$912 Million
0.08% of portfolio
Envestnet Asset Management Inc

5.87M
Shares

$279 Million
0.09% of portfolio
Wells Fargo & Company San Francisco, CA

4.82M
Shares

$229 Million
0.05% of portfolio
Goldman Sachs Group Inc New York, NY

4.76M
Shares

$226 Million
0.04% of portfolio
Mercer Global Advisors Inc Denver, CO

2.6M
Shares

$123 Million
0.3% of portfolio

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