Altus Wealth Management, LLC Spdr Nuveen Bloomberg Short Te Transaction History
Altus Wealth Management, LLC
- $221 Million
- Q4 2024
A detailed history of Altus Wealth Management, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Altus Wealth Management, LLC holds 20,618 shares of SHM stock, worth $969,664. This represents 0.44% of its overall portfolio holdings.
Number of Shares
20,618
Previous 11,789
74.89%
Holding current value
$969,664
Previous $567,000
72.31%
% of portfolio
0.44%
Previous 0.27%
Shares
11 transactions
Others Institutions Holding SHM
# of Institutions
457Shares Held
74.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC19.2MShares$902 Million0.08% of portfolio
-
Envestnet Asset Management Inc5.87MShares$276 Million0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA4.82MShares$227 Million0.05% of portfolio
-
Goldman Sachs Group Inc New York, NY4.76MShares$224 Million0.04% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.6MShares$122 Million0.3% of portfolio