Bdo Wealth Advisors, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 91,038 shares of SHM stock, worth $4.36 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

91,038

Previous 91,349 0.34%

Holding current value

$4.36 Million

Previous $4.34 Million 1.38%

% of portfolio

0.49%

Previous 0.53%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 01, 2023	SELL	$46.54 - $47.72 $14,473 - $14,840	-311 Reduced 0.34%	91,038 $4.28 Million
Q1 2023 May 09, 2023	SELL	$46.61 - $47.68 $815,535 - $834,256	-17,497 Reduced 16.08%	91,349 $4.34 Million
Q4 2022 Jan 27, 2023	BUY	$45.97 - $47.2 $372,724 - $382,697	8,108 Added 8.05%	108,846 $0
Q3 2022 Nov 02, 2022	SELL	$46.05 - $47.82 $2.38 Million - $2.47 Million	-51,584 Reduced 33.87%	100,738 $4.64 Million
Q2 2022 Aug 25, 2022	BUY	$46.52 - $47.45 $1.72 Million - $1.75 Million	36,956 Added 32.03%	152,322 $7.2 Million

Q1 2022 May 06, 2022	SELL	$47.3 - $49.17 $442,869 - $460,378	-9,363 Reduced 7.51%	115,366 $5.46 Million
Q4 2021 Feb 11, 2022	SELL	$49.16 - $49.38 $670,640 - $673,641	-13,642 Reduced 9.86%	124,729 $6.13 Million
Q3 2021 Nov 09, 2021	BUY	$49.4 - $49.69 $152,893 - $153,790	3,095 Added 2.29%	138,371 $6.84 Million
Q2 2021 Sep 03, 2021	BUY	$49.5 - $49.73 $17,622 - $17,703	356 Added 0.26%	135,276 $6.7 Million
Q1 2021 May 14, 2021	BUY	$49.43 - $49.87 $61,935 - $62,487	1,253 Added 0.94%	134,920 $6.69 Million
Q4 2020 Feb 12, 2021	SELL	$49.66 - $49.86 $21,602 - $21,689	-435 Reduced 0.32%	133,667 $6.66 Million
Q3 2020 Nov 12, 2020	BUY	$49.76 - $50.06 $201,677 - $202,893	4,053 Added 3.12%	134,102 $6.69 Million
Q2 2020 Aug 14, 2020	BUY	$48.24 - $49.96 $555,628 - $575,439	11,518 Added 9.72%	130,049 $6.49 Million
Q1 2020 May 15, 2020	SELL	$43.92 - $49.69 $1.22 Million - $1.38 Million	-27,733 Reduced 18.96%	118,531 $5.8 Million
Q4 2019 Feb 14, 2020	SELL	$48.87 - $49.12 $43,103 - $43,323	-882 Reduced 0.6%	146,264 $7.18 Million
Q3 2019 Nov 12, 2019	SELL	$48.76 - $49.06 $409,535 - $412,054	-8,399 Reduced 5.4%	147,146 $7.21 Million
Q2 2019 Aug 09, 2019	BUY	N/A	9,175 Added 6.27%	155,545 $7.61 Million
Q1 2019 May 15, 2019	SELL	N/A	-1,220 Reduced 0.83%	146,370 $7.1 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-20,482 Reduced 12.19%	147,590 $7.09 Million
Q3 2018 Nov 07, 2018	BUY	N/A	1,850 Added 1.11%	168,072 $8.02 Million
Q2 2018 Aug 27, 2018	SELL	N/A	-50 Reduced 0.03%	166,222 $7.98 Million
Q1 2018 May 23, 2018	BUY	N/A	25,525 Added 18.14%	166,272 $7.95 Million
Q4 2017 Feb 14, 2018	BUY	N/A	14,850 Added 11.8%	140,747 $6.74 Million
Q3 2017 Nov 08, 2017	BUY	N/A	125,897	125,897 $6.12 Million

Others Institutions Holding SHM

# of Institutions

441

Shares Held

68.1M

Call Options Held

Put Options Held

View Full List

About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
Sector ETFs
Industry ETFs

More about SHM

Track This Portfolio

Portfolio Update

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

News

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

Account

Bdo Wealth Advisors, LLC Spdr Nuveen Bloomberg Short Te Transaction History