Brandywine Oak Private Wealth LLC Spdr Nuveen Bloomberg Short Te Transaction History

Brandywine Oak Private Wealth LLC

  • $1.15 Billion
  • Q3 2025

A detailed history of Brandywine Oak Private Wealth LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Brandywine Oak Private Wealth LLC holds 40,185 shares of SHM stock, worth $1.93 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
40,185
Previous 46,495 13.57%
Holding current value
$1.93 Million
Previous $2.22 Million 12.87%
% of portfolio
0.17%
Previous 0.21%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
SELL
$47.76 - $48.46 $301,365 - $305,782
-6,310 Reduced 13.57%
40,185 $1.94 Million
Q2 2025

Jul 24, 2025
SELL
$47.02 - $47.83 $82,379 - $83,798
-1,752 Reduced 3.63%
46,495 $2.22 Million
Q1 2025

May 07, 2025
SELL
$47.33 - $47.92 $28,918 - $29,279
-611 Reduced 1.25%
48,247 $2.3 Million
Q4 2024

Jan 27, 2025
SELL
$47.26 - $48.18 $13,894 - $14,164
-294 Reduced 0.6%
48,858 $2.32 Million
Q3 2024

Nov 07, 2024
SELL
$47.01 - $48.2 $28,582 - $29,305
-608 Reduced 1.22%
49,152 $2.37 Million
Q2 2024

Jul 30, 2024
BUY
$46.84 - $47.32 $886,212 - $895,294
18,920 Added 61.35%
49,760 $2.35 Million
Q1 2024

May 07, 2024
BUY
$47.44 - $47.9 $72,108 - $72,808
1,520 Added 5.18%
30,840 $1.46 Million
Q4 2023

Feb 05, 2024
BUY
$46.12 - $47.85 $781,318 - $810,626
16,941 Added 136.85%
29,320 $1.4 Million
Q4 2022

Feb 06, 2023
BUY
$45.97 - $47.2 $252,053 - $258,797
5,483 Added 79.51%
12,379 $581,000
Q3 2022

Nov 10, 2022
BUY
$46.05 - $47.82 $317,560 - $329,766
6,896 New
6,896 $317,000
Q2 2019

Jul 22, 2019
SELL
N/A
-6,709 Closed
0 $0
Q1 2019

May 09, 2019
BUY
N/A
4,366 Added 186.34%
6,709 $325,000
Q4 2018

Feb 14, 2019
BUY
N/A
2,343 New
2,343 $89,000

Others Institutions Holding SHM

# of Institutions
441
Shares Held
68.1M
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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