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 $979,767. This represents 0.44% of its overall portfolio holdings.

Number of Shares
20,618
Previous 11,789 74.89%
Holding current value
$979,767
Previous $567,000 72.31%
% of portfolio
0.44%
Previous 0.27%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$47.26 - $48.18 $417,258 - $425,381
8,829 Added 74.89%
20,618 $977,000
Q3 2024

Oct 17, 2024
SELL
$47.01 - $48.2 $4,701 - $4,820
-100 Reduced 0.84%
11,789 $567,000
Q2 2024

Jul 19, 2024
SELL
$46.84 - $47.32 $4,684 - $4,732
-100 Reduced 0.83%
11,889 $561,000
Q3 2022

Oct 17, 2022
SELL
$46.05 - $47.82 $99,974 - $103,817
-2,171 Reduced 15.33%
11,989 $553,000
Q2 2022

Jul 27, 2022
SELL
$46.52 - $47.45 $1.88 Million - $1.91 Million
-40,316 Reduced 74.01%
14,160 $669,000
Q1 2022

Apr 26, 2022
BUY
$47.3 - $49.17 $118,817 - $123,515
2,512 Added 4.83%
54,476 $2.58 Million
Q3 2021

Oct 18, 2021
BUY
$49.4 - $49.69 $227,240 - $228,574
4,600 Added 9.71%
51,964 $2.57 Million
Q2 2021

Jul 23, 2021
BUY
$49.5 - $49.73 $526,185 - $528,629
10,630 Added 28.94%
47,364 $2.35 Million
Q1 2021

Apr 21, 2021
BUY
$49.43 - $49.87 $311,409 - $314,181
6,300 Added 20.7%
36,734 $1.82 Million
Q4 2020

Jan 22, 2021
BUY
$49.66 - $49.86 $235,140 - $236,087
4,735 Added 18.42%
30,434 $1.52 Million
Q3 2020

Oct 13, 2020
BUY
$49.76 - $50.06 $1.28 Million - $1.29 Million
25,699 New
25,699 $1.28 Million

Others Institutions Holding SHM

# of Institutions
435
Shares Held
72.9M
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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