Aquire Wealth Advisors, LLC Spdr Nuveen Bloomberg Short Te Transaction History
Aquire Wealth Advisors, LLC
- $323 Million
- Q4 2024
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 84,592 shares of SHM stock, worth $4.04 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
84,592
Previous 89,585
5.57%
Holding current value
$4.04 Million
Previous $4.31 Million
7.05%
% of portfolio
1.24%
Previous 1.35%
Shares
13 transactions
Others Institutions Holding SHM
# of Institutions
445Shares Held
73.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC19.2MShares$915 Million0.08% of portfolio
-
Envestnet Asset Management Inc5.87MShares$280 Million0.09% of portfolio
-
Morgan Stanley New York, NY5.62MShares$268 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA4.82MShares$230 Million0.05% of portfolio
-
Goldman Sachs Group Inc New York, NY4.76MShares$227 Million0.04% of portfolio