Brio Consultants, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Brio Consultants, LLC

  • $636 Million
  • Q4 2024

A detailed history of Brio Consultants, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Brio Consultants, LLC holds 100,027 shares of SHM stock, worth $4.75 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
100,027
Previous 117,358 14.77%
Holding current value
$4.75 Million
Previous $5.65 Million 16.09%
% of portfolio
0.75%
Previous 0.91%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
SELL
$47.26 - $48.18 $819,063 - $835,007
-17,331 Reduced 14.77%
100,027 $4.74 Million
Q3 2024

Oct 18, 2024
SELL
$47.01 - $48.2 $1.01 Million - $1.04 Million
-21,474 Reduced 15.47%
117,358 $5.65 Million
Q2 2024

Aug 05, 2024
BUY
$46.84 - $47.32 $176,914 - $178,727
3,777 Added 2.8%
138,832 $6.55 Million
Q1 2024

Apr 29, 2024
BUY
$47.44 - $47.9 $187,008 - $188,821
3,942 Added 3.01%
135,055 $6.41 Million
Q4 2023

Feb 02, 2024
SELL
$46.12 - $47.85 $64,291 - $66,702
-1,394 Reduced 1.05%
131,113 $6.27 Million
Q3 2023

Oct 27, 2023
BUY
$46.19 - $47.22 $4.69 Million - $4.8 Million
101,591 Added 328.6%
132,507 $6.13 Million
Q2 2023

Aug 09, 2023
BUY
$46.54 - $47.72 $1.44 Million - $1.48 Million
30,916 New
30,916 $1.45 Million
Q2 2020

Jul 14, 2020
SELL
$48.24 - $49.96 $211,966 - $219,524
-4,394 Closed
0 $0
Q1 2020

Apr 16, 2020
BUY
$43.92 - $49.69 $439 - $496
10 Added 0.23%
4,394 $215,000
Q4 2019

Jan 27, 2020
SELL
$48.87 - $49.12 $20,818 - $20,925
-426 Reduced 8.86%
4,384 $215,000
Q3 2019

Oct 10, 2019
BUY
$48.76 - $49.06 $828 - $834
17 Added 0.35%
4,810 $236,000
Q2 2019

Jul 17, 2019
BUY
N/A
16 Added 0.33%
4,793 $235,000
Q1 2019

Apr 23, 2019
BUY
N/A
12 Added 0.25%
4,777 $232,000
Q4 2018

Feb 04, 2019
BUY
N/A
4,765 New
4,765 $229,000

Others Institutions Holding SHM

# of Institutions
435
Shares Held
72.9M
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
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More about SHM
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