Bartlett & Co. Wealth Management LLC Spdr Nuveen Bloomberg Short Te Transaction History

Bartlett & Co. Wealth Management LLC

$6.89 Trillion
Q4 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 7,271 shares of SHM stock, worth $345,954. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,271

Previous 7,271 -0.0%

Holding current value

$345,954

Previous $350 Million 1.56%

% of portfolio

0.0%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$47.01 - $48.2 $19,509 - $20,003	-415 Reduced 5.4%	7,271 $350 Million
Q3 2023 Feb 14, 2024	SELL	$46.19 - $47.22 $1,339 - $1,369	-29 Reduced 0.38%	7,686 $355 Million
Q4 2022 Feb 14, 2024	BUY	$45.97 - $47.2 $312,596 - $320,960	6,800 Added 743.17%	7,715 $362 Million
Q3 2021 Feb 13, 2024	SELL	$49.4 - $49.69 $4,199 - $4,223	-85 Reduced 8.5%	915 $45.2 Million
Q4 2020 Feb 13, 2024	SELL	$49.66 - $49.86 $19,864 - $19,944	-400 Reduced 28.57%	1,000 $49.8 Million
Q3 2020 Feb 13, 2024	SELL	$49.76 - $50.06 $2,985 - $3,003	-60 Reduced 4.11%	1,400 $69.8 Million
Q2 2020 Feb 13, 2024	SELL	$48.24 - $49.96 $47,034 - $48,711	-975 Reduced 40.04%	1,460 $72.8 Million
Q1 2020 Feb 13, 2024	BUY	$43.92 - $49.69 $42,822 - $48,447	975 Added 66.78%	2,435 $119 Million
Q3 2019 Feb 13, 2024	SELL	$48.76 - $49.06 $87,134 - $87,670	-1,787 Reduced 55.04%	1,460 $71.5 Million
Q1 2018 Feb 13, 2024	BUY	N/A	3,247 New	3,247 $155 Million

Others Institutions Holding SHM

# of Institutions

452

Shares Held

73.6M

Call Options Held

Put Options Held

View Full List

About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
Sector ETFs
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Bartlett & Co. Wealth Management LLC Spdr Nuveen Bloomberg Short Te Transaction History