A detailed history of Aquire Wealth Advisors, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Aquire Wealth Advisors, LLC holds 89,585 shares of SHM stock, worth $4.28 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares
89,585
Previous 91,355 1.94%
Holding current value
$4.28 Million
Previous $4.31 Million 0.02%
% of portfolio
1.35%
Previous 1.45%

Shares

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

Nov 04, 2024

SELL
$47.01 - $48.2 $83,207 - $85,314
-1,770 Reduced 1.94%
89,585 $4.31 Million
Q2 2024

Aug 14, 2024

SELL
$46.84 - $47.32 $45,622 - $46,089
-974 Reduced 1.05%
91,355 $4.31 Million
Q1 2024

May 13, 2024

SELL
$47.44 - $47.9 $56,785 - $57,336
-1,197 Reduced 1.28%
92,329 $4.38 Million
Q4 2023

Jan 11, 2024

SELL
$46.12 - $47.85 $90,256 - $93,642
-1,957 Reduced 2.05%
93,526 $4.47 Million
Q3 2023

Oct 30, 2023

SELL
$46.19 - $47.22 $109,516 - $111,958
-2,371 Reduced 2.42%
95,483 $4.41 Million
Q2 2023

Aug 03, 2023

SELL
$46.54 - $47.72 $141,202 - $144,782
-3,034 Reduced 3.01%
97,854 $4.6 Million
Q1 2023

May 01, 2023

SELL
$46.61 - $47.68 $17,199 - $17,593
-369 Reduced 0.36%
100,888 $4.8 Million
Q4 2022

Jan 20, 2023

BUY
$45.97 - $47.2 $19,077 - $19,588
415 Added 0.41%
101,257 $0
Q3 2022

Oct 18, 2022

SELL
$46.05 - $47.82 $29,794 - $30,939
-647 Reduced 0.64%
100,842 $4.65 Million
Q2 2022

Jul 27, 2022

SELL
$46.52 - $47.45 $272,374 - $277,819
-5,855 Reduced 5.45%
101,489 $4.8 Million
Q1 2022

Apr 28, 2022

BUY
$47.3 - $49.17 $473 - $491
10 Added 0.01%
107,344 $5.08 Million
Q4 2021

Feb 09, 2022

BUY
$49.16 - $49.38 $5.28 Million - $5.3 Million
107,334 New
107,334 $5.28 Million

Others Institutions Holding SHM

About SPDR NUVEEN BLOOMBERG SHORT TE


  • Ticker SHM
  • Sector ETFs
  • Industry ETFs
More about SHM
Track This Portfolio

Track Aquire Wealth Advisors, LLC Portfolio

Follow Aquire Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aquire Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aquire Wealth Advisors, LLC with notifications on news.